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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 | $79,455 | $181,896-56.3% | $156,551-49.2% | $273,972-71.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.65% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,202 | $6,248-64.8% | $5,501-60.0% | $4,869-54.8% |
| Participant deferral / active EE | $3,783 | $5,550-31.8% | $4,871-22.3% | $5,287-28.4% |
| Admin fee / account holder | $2,382 | $15,560-84.7% | $13,028-81.7% | $10,133-76.5% |