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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 | $110,212-32.8% | $96,534-23.3% | $139,466-46.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 13.14% | 26.42%-13.3pp | 25.88%-12.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $2,139 | $3,620-40.9% | $2,965-27.9% | $4,754-55.0% |
| Participant deferral / active EE | $3,374 | $5,547-39.2% | $4,851-30.4% | $6,712-49.7% |
| Admin fee / account holder | $8,664 | $11,599-25.3% | $8,253+5.0% | $11,409-24.1% |