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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 | $83,850 | $135,956-38.3% | $123,894-32.3% | $273,972-69.4% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 15.49% | 56.63%-41.1pp | 47.52%-32.0pp | 41.46%-26.0pp |
| Employer contribution / active EE | $2,032 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $6,553 | $6,343+3.3% | $5,984+9.5% | $5,287+23.9% |
| Admin fee / account holder | $307 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |