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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 | $75,630 | $100,970-25.1% | $96,576-21.7% | $137,256-44.9% |
| Participation rate | 78.9% | 82.6%-3.7pp | 81.4%-2.5pp | 80.0%-1.0pp |
| Annual return | 15.44% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,169 | $3,809-43.1% | $3,553-39.0% | $4,156-47.8% |
| Participant deferral / active EE | $5,960 | $8,286-28.1% | $7,956-25.1% | $6,407-7.0% |
| Admin fee / account holder | $3,154 | $11,312-72.1% | $11,381-72.3% | $12,270-74.3% |