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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 | $62,169 | $100,970-38.4% | $96,576-35.6% | $137,256-54.7% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 23.51% | 38.16%-14.6pp | 38.47%-15.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,590 | $3,809-32.0% | $3,553-27.1% | $4,156-37.7% |
| Participant deferral / active EE | $3,210 | $8,286-61.3% | $7,956-59.7% | $6,407-49.9% |
| Admin fee / account holder | $319 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |