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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 | $80,994 | $102,609-21.1% | $98,090-17.4% | $138,895-41.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 19.39% | 36.44%-17.1pp | 37.05%-17.7pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,618 | $3,867-32.3% | $3,606-27.4% | $4,194-37.6% |
| Participant deferral / active EE | $5,047 | $8,167-38.2% | $7,845-35.7% | $6,396-21.1% |
| Admin fee / account holder | $386 | $11,434-96.6% | $11,815-96.7% | $12,562-96.9% |