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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 | $66,534 | $161,352-58.8% | $134,172-50.4% | $137,256-51.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 12.60% | 28.72%-16.1pp | 25.30%-12.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,823 | $4,099-55.5% | $3,420-46.7% | $4,156-56.1% |
| Participant deferral / active EE | $2,621 | $5,552-52.8% | $4,690-44.1% | $6,407-59.1% |
| Admin fee / account holder | $1,931 | $15,028-87.2% | $12,016-83.9% | $12,270-84.3% |