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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 | $83,073 | $162,812-49.0% | $133,971-38.0% | $158,966-47.7% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 18.10% | 41.94%-23.8pp | 45.09%-27.0pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,055 | $4,976-78.8% | $3,919-73.1% | $4,762-77.8% |
| Participant deferral / active EE | $1,869 | $5,910-68.4% | $5,047-63.0% | $5,983-68.8% |
| Admin fee / account holder | $7,965 | $11,741-32.2% | $8,929-10.8% | $11,250-29.2% |