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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 | $92,832 | $111,814-17.0% | $103,378-10.2% | $145,978-36.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.17% | 24.80%-11.6pp | 24.91%-11.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,926 | $4,215-54.3% | $3,870-50.2% | $4,662-58.7% |
| Participant deferral / active EE | $3,535 | $5,618-37.1% | $5,058-30.1% | $6,690-47.2% |
| Admin fee / account holder | $13,363 | $9,764+36.9% | $8,401+59.1% | $13,400-0.3% |