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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 | $106,258 | $135,956-21.8% | $123,894-14.2% | $273,972-61.2% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,134 | $5,170-78.1% | $4,617-75.4% | $4,869-76.7% |
| Participant deferral / active EE | $3,376 | $6,343-46.8% | $5,984-43.6% | $5,287-36.2% |
| Admin fee / account holder | $2,011 | $9,817-79.5% | $8,357-75.9% | $10,133-80.2% |