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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 | $67,476 | $126,661-46.7% | $113,397-40.5% | $138,895-51.4% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 12.21% | 25.05%-12.8pp | 23.20%-11.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,873 | $3,456-45.8% | $2,977-37.1% | $4,194-55.4% |
| Participant deferral / active EE | $3,107 | $5,693-45.4% | $5,076-38.8% | $6,396-51.4% |
| Admin fee / account holder | $3,364 | $14,549-76.9% | $11,957-71.9% | $12,562-73.2% |