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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 | $43,055 | $97,289-55.7% | $92,805-53.6% | $155,188-72.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 18.02% | 29.03%-11.0pp | 31.59%-13.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,668 | $3,632-54.1% | $3,424-51.3% | $4,248-60.7% |
| Participant deferral / active EE | $7,661 | $8,795-12.9% | $8,448-9.3% | $6,531+17.3% |
| Admin fee / account holder | $2,378 | $12,015-80.2% | $10,911-78.2% | $14,480-83.6% |