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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 | $110,379-15.9% | $102,412-9.4% | $145,884-36.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.17% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,926 | $4,216-54.3% | $3,870-50.2% | $4,662-58.7% |
| Participant deferral / active EE | $3,535 | $5,622-37.1% | $5,060-30.1% | $6,690-47.2% |
| Admin fee / account holder | $13,363 | $9,745+37.1% | $8,388+59.3% | $13,392-0.2% |