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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 | $59,438 | $124,351-52.2% | $109,188-45.6% | $167,553-64.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 18.23% | 26.04%-7.8pp | 25.76%-7.5pp | 478.89%-460.7pp |
| Employer contribution / active EE | $1,938 | $4,210-54.0% | $3,723-48.0% | $4,840-60.0% |
| Participant deferral / active EE | $1,548 | $5,257-70.6% | $4,654-66.7% | $6,343-75.6% |
| Admin fee / account holder | $373 | $7,975-95.3% | $6,755-94.5% | $12,316-97.0% |