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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 | $50,539 | $78,197-35.4% | $98,090-48.5% | $82,637-38.8% |
| Participation rate | 76.8% | 77.5%-0.7pp | 81.5%-4.7pp | 68.1%+8.8pp |
| Annual return | 16.12% | 40.25%-24.1pp | 37.05%-20.9pp | 53.51%-37.4pp |
| Employer contribution / active EE | $795 | $2,605-69.5% | $3,606-77.9% | $2,552-68.8% |
| Participant deferral / active EE | $2,952 | $6,636-55.5% | $7,845-62.4% | $4,126-28.5% |
| Admin fee / account holder | $866 | $14,832-94.2% | $11,815-92.7% | $7,339-88.2% |