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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 | $97,289-26.8% | $92,805-23.2% | $155,188-54.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 17.23% | 29.03%-11.8pp | 31.59%-14.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,347 | $3,632-35.4% | $3,424-31.5% | $4,248-44.8% |
| Participant deferral / active EE | $3,067 | $8,795-65.1% | $8,448-63.7% | $6,531-53.0% |
| Admin fee / account holder | $3,246 | $12,015-73.0% | $10,911-70.2% | $14,480-77.6% |