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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 | $107,666-33.8% | $102,184-30.3% | $154,746-54.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 17.23% | 29.33%-12.1pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,347 | $3,846-39.0% | $3,594-34.7% | $4,379-46.4% |
| Participant deferral / active EE | $3,067 | $8,719-64.8% | $8,309-63.1% | $6,730-54.4% |
| Admin fee / account holder | $3,246 | $12,943-74.9% | $11,609-72.0% | $14,365-77.4% |