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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 | $71,233 | $100,970-29.5% | $96,576-26.2% | $137,256-48.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 17.23% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,347 | $3,809-38.4% | $3,553-34.0% | $4,156-43.5% |
| Participant deferral / active EE | $3,067 | $8,286-63.0% | $7,956-61.5% | $6,407-52.1% |
| Admin fee / account holder | $3,246 | $11,312-71.3% | $11,381-71.5% | $12,270-73.5% |