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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 | $59,681 | $97,020-38.5% | $83,327-28.4% | $135,380-55.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 9.90% | 12.31%-2.4pp | 10.64%-0.7pp | 519.81%-509.9pp |
| Employer contribution / active EE | $1,377 | $4,144-66.8% | $3,379-59.3% | $4,779-71.2% |
| Participant deferral / active EE | $2,478 | $5,964-58.4% | $5,565-55.5% | $5,609-55.8% |
| Admin fee / account holder | $9,721 | $8,426+15.4% | $7,540+28.9% | $10,828-10.2% |