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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 | $61,150 | $113,338-46.0% | $94,993-35.6% | $147,586-58.6% |
| Participation rate | 70.6% | 78.0%-7.4pp | 73.9%-3.3pp | 82.8%-12.2pp |
| Annual return | 9.11% | 20.80%-11.7pp | 27.14%-18.0pp | 578.59%-569.5pp |
| Employer contribution / active EE | $864 | $3,160-72.7% | $2,603-66.8% | $4,876-82.3% |
| Participant deferral / active EE | $2,615 | $3,777-30.8% | $3,317-21.2% | $5,439-51.9% |
| Admin fee / account holder | $2,124 | $6,063-65.0% | $4,960-57.2% | $10,886-80.5% |