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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 | $64,493 | $124,425-48.2% | $112,040-42.4% | $137,256-53.0% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 12.88% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,048 | $3,411-69.3% | $2,954-64.5% | $4,156-74.8% |
| Participant deferral / active EE | $1,933 | $5,718-66.2% | $5,098-62.1% | $6,407-69.8% |
| Admin fee / account holder | $2,113 | $15,207-86.1% | $12,098-82.5% | $12,270-82.8% |