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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 | $85,533 | $110,379-22.5% | $102,412-16.5% | $145,884-41.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 16.40% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,555 | $4,216-39.4% | $3,870-34.0% | $4,662-45.2% |
| Participant deferral / active EE | $7,394 | $5,622+31.5% | $5,060+46.1% | $6,690+10.5% |
| Admin fee / account holder | $3,430 | $9,745-64.8% | $8,388-59.1% | $13,392-74.4% |