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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 | $60,895 | $106,247-42.7% | $96,515-36.9% | $139,466-56.3% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 13.75% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,601 | $4,106-36.6% | $3,740-30.4% | $4,754-45.3% |
| Participant deferral / active EE | $8,952 | $5,456+64.1% | $4,880+83.5% | $6,712+33.4% |
| Admin fee / account holder | $1,935 | $7,885-75.5% | $6,735-71.3% | $11,409-83.0% |