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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,294 | $92,219-29.2% | $76,768-14.9% | $135,379-51.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | 8.14% | 5.46%+2.7pp | 2.43%+5.7pp | 519.79%-511.6pp |
| Employer contribution / active EE | $1,238 | $3,216-61.5% | $2,485-50.2% | $4,779-74.1% |
| Participant deferral / active EE | $2,675 | $4,508-40.7% | $3,852-30.5% | $5,609-52.3% |
| Admin fee / account holder | $1,042 | $10,749-90.3% | $6,675-84.4% | $10,828-90.4% |