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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 | $86,963 | $116,190-25.2% | $93,614-7.1% | $152,885-43.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 17.85% | 35.96%-18.1pp | 32.76%-14.9pp | 345.39%-327.5pp |
| Employer contribution / active EE | $1,640 | $3,219-49.0% | $2,718-39.7% | $4,763-65.6% |
| Participant deferral / active EE | $2,241 | $4,604-51.3% | $4,069-44.9% | $5,851-61.7% |
| Admin fee / account holder | $1,713 | $10,749-84.1% | $7,889-78.3% | $11,598-85.2% |