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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 | $44,371 | $116,167-61.8% | $64,489-31.2% | $137,256-67.7% |
| Participation rate | 73.3% | 68.2%+5.1pp | 67.7%+5.6pp | 80.0%-6.6pp |
| Annual return | 15.35% | 36.55%-21.2pp | 55.03%-39.7pp | 220.34%-205.0pp |
| Employer contribution / active EE | $631 | $2,483-74.6% | $1,523-58.5% | $4,156-84.8% |
| Participant deferral / active EE | $1,677 | $4,215-60.2% | $2,778-39.6% | $6,407-73.8% |
| Admin fee / account holder | $3,445 | $6,188-44.3% | $4,260-19.1% | $12,270-71.9% |