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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 | $47,378 | $110,303-57.0% | $95,759-50.5% | $139,487-66.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.72% | 27.19%-16.5pp | 28.42%-17.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $1,138 | $3,261-65.1% | $2,836-59.9% | $4,755-76.1% |
| Participant deferral / active EE | $1,559 | $4,674-66.7% | $4,244-63.3% | $6,713-76.8% |
| Admin fee / account holder | $463 | $6,615-93.0% | $5,678-91.8% | $11,407-95.9% |