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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 | $74,134 | $106,864-30.6% | $147,318-49.7% | $82,637-10.3% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.1%-11.1pp | 68.1%+2.9pp |
| Annual return | 15.21% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,120 | $3,417-37.9% | $4,593-53.8% | $2,552-16.9% |
| Participant deferral / active EE | $3,927 | $6,496-39.5% | $7,906-50.3% | $4,126-4.8% |
| Admin fee / account holder | $1,329 | $8,415-84.2% | $13,708-90.3% | $7,339-81.9% |