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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 | $58,269 | $153,769-62.1% | $133,975-56.5% | $273,972-78.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.15% | 36.51%-29.4pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,688 | $6,029-72.0% | $5,211-67.6% | $4,869-65.3% |
| Participant deferral / active EE | $4,699 | $6,958-32.5% | $6,282-25.2% | $5,287-11.1% |
| Admin fee / account holder | $967 | $11,765-91.8% | $9,324-89.6% | $10,133-90.5% |