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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 | $124,514 | $147,556-15.6% | $129,031-3.5% | $198,609-37.3% |
| Participation rate | 73.3% | 77.2%-3.9pp | 73.4%0pp | 82.4%-9.0pp |
| Annual return | 40.95% | 37.41%+3.5pp | 34.67%+6.3pp | 202.70%-161.8pp |
| Employer contribution / active EE | $1,337 | $3,645-63.3% | $3,226-58.5% | $5,055-73.5% |
| Participant deferral / active EE | $2,277 | $5,760-60.5% | $5,217-56.4% | $6,977-67.4% |
| Admin fee / account holder | $1,055 | $15,467-93.2% | $13,208-92.0% | $19,030-94.5% |