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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 | $61,599 | $103,392-40.4% | $87,104-29.3% | $152,897-59.7% |
| Participation rate | 73.3% | 79.4%-6.0pp | 76.9%-3.5pp | 82.5%-9.1pp |
| Annual return | 25.25% | 28.10%-2.8pp | 28.19%-2.9pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,748 | $3,221-45.7% | $2,521-30.7% | $4,764-63.3% |
| Participant deferral / active EE | $3,447 | $4,778-27.9% | $4,048-14.8% | $5,851-41.1% |
| Admin fee / account holder | $1,140 | $12,194-90.7% | $7,491-84.8% | $11,599-90.2% |