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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 | $83,005 | $149,679-44.5% | $117,039-29.1% | $147,586-43.8% |
| Participation rate | 73.7% | 83.5%-9.8pp | 77.2%-3.5pp | 82.8%-9.1pp |
| Annual return | 15.49% | 19.31%-3.8pp | 18.95%-3.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,182 | $4,937-76.1% | $3,785-68.8% | $4,876-75.8% |
| Participant deferral / active EE | $2,970 | $4,912-39.5% | $3,929-24.4% | $5,439-45.4% |
| Admin fee / account holder | $621 | $7,856-92.1% | $5,974-89.6% | $10,886-94.3% |