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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 | $71,644 | $118,488-39.5% | $98,462-27.2% | $139,487-48.6% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.70% | 18.96%-4.3pp | 21.17%-6.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,265 | $3,611-37.3% | $3,049-25.7% | $4,755-52.4% |
| Participant deferral / active EE | $4,429 | $5,393-17.9% | $4,738-6.5% | $6,713-34.0% |
| Admin fee / account holder | $4,679 | $13,868-66.3% | $8,875-47.3% | $11,407-59.0% |