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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 | $74,046 | $110,307-32.9% | $96,576-23.3% | $139,456-46.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 13.14% | 26.40%-13.3pp | 25.87%-12.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $2,139 | $3,619-40.9% | $2,965-27.9% | $4,753-55.0% |
| Participant deferral / active EE | $3,374 | $5,547-39.2% | $4,851-30.4% | $6,711-49.7% |
| Admin fee / account holder | $8,664 | $11,597-25.3% | $8,253+5.0% | $11,407-24.0% |