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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 | $73,194 | $103,392-29.2% | $87,104-16.0% | $152,897-52.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 15.15% | 28.10%-12.9pp | 28.19%-13.0pp | 345.43%-330.3pp |
| Employer contribution / active EE | $1,904 | $3,221-40.9% | $2,521-24.5% | $4,764-60.0% |
| Participant deferral / active EE | $3,043 | $4,778-36.3% | $4,048-24.8% | $5,851-48.0% |
| Admin fee / account holder | $395 | $12,194-96.8% | $7,491-94.7% | $11,599-96.6% |