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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 | $92,104 | $124,330-25.9% | $109,173-15.6% | $167,536-45.0% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 14.22% | 26.04%-11.8pp | 25.75%-11.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,053 | $4,209-75.0% | $3,723-71.7% | $4,839-78.2% |
| Participant deferral / active EE | $1,933 | $5,256-63.2% | $4,654-58.5% | $6,342-69.5% |
| Admin fee / account holder | $2,564 | $7,974-67.8% | $6,755-62.0% | $12,315-79.2% |