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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 | $58,832 | $77,419-24.0% | $69,461-15.3% | $152,885-61.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 22.37% | 39.07%-16.7pp | 28.97%-6.6pp | 345.39%-323.0pp |
| Employer contribution / active EE | $2,597 | $3,315-21.7% | $2,779-6.6% | $4,763-45.5% |
| Participant deferral / active EE | $2,728 | $4,414-38.2% | $3,536-22.8% | $5,851-53.4% |
| Admin fee / account holder | $1,937 | $6,207-68.8% | $3,840-49.5% | $11,598-83.3% |