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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 | $45,717 | $124,351-63.2% | $109,188-58.1% | $167,553-72.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.57% | 26.04%-14.5pp | 25.76%-14.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $2,062 | $4,210-51.0% | $3,723-44.6% | $4,840-57.4% |
| Participant deferral / active EE | $3,224 | $5,257-38.7% | $4,654-30.7% | $6,343-49.2% |
| Admin fee / account holder | $395 | $7,975-95.0% | $6,755-94.2% | $12,316-96.8% |