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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 | $84,703 | $110,212-23.1% | $96,534-12.3% | $139,466-39.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.9pp |
| Annual return | 13.32% | 26.42%-13.1pp | 25.88%-12.6pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,671 | $3,620-53.8% | $2,965-43.6% | $4,754-64.8% |
| Participant deferral / active EE | $2,836 | $5,547-48.9% | $4,851-41.5% | $6,712-57.7% |
| Admin fee / account holder | $1,433 | $11,599-87.6% | $8,253-82.6% | $11,409-87.4% |