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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 | $65,145 | $102,609-36.5% | $98,090-33.6% | $138,895-53.1% |
| Participation rate | 76.9% | 82.8%-5.9pp | 81.5%-4.6pp | 79.9%-3.0pp |
| Annual return | 13.61% | 36.44%-22.8pp | 37.05%-23.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,999 | $3,867-22.5% | $3,606-16.9% | $4,194-28.5% |
| Participant deferral / active EE | $3,768 | $8,167-53.9% | $7,845-52.0% | $6,396-41.1% |
| Admin fee / account holder | $10,111 | $11,434-11.6% | $11,815-14.4% | $12,562-19.5% |