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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 | $84,782 | $97,289-12.9% | $92,805-8.6% | $155,188-45.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 11.45% | 29.03%-17.6pp | 31.59%-20.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,694 | $3,632-53.4% | $3,424-50.5% | $4,248-60.1% |
| Participant deferral / active EE | $6,414 | $8,795-27.1% | $8,448-24.1% | $6,531-1.8% |
| Admin fee / account holder | $4,354 | $12,015-63.8% | $10,911-60.1% | $14,480-69.9% |