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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 | $54,243 | $136,860-60.4% | $120,344-54.9% | $154,746-64.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 17.77% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,636 | $3,533+2.9% | $3,020+20.4% | $4,379-17.0% |
| Participant deferral / active EE | $9,406 | $5,793+62.4% | $5,135+83.2% | $6,730+39.8% |
| Admin fee / account holder | $934 | $15,393-93.9% | $12,742-92.7% | $14,365-93.5% |