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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 | $94,078 | $106,247-11.5% | $96,515-2.5% | $139,466-32.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 13.57% | 38.47%-24.9pp | 35.73%-22.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,360 | $4,106-66.9% | $3,740-63.6% | $4,754-71.4% |
| Participant deferral / active EE | $1,587 | $5,456-70.9% | $4,880-67.5% | $6,712-76.4% |
| Admin fee / account holder | $2,680 | $7,885-66.0% | $6,735-60.2% | $11,409-76.5% |