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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 | $65,008 | $105,623-38.5% | $87,502-25.7% | $273,972-76.3% |
| Participation rate | 73.7% | 78.2%-4.5pp | 73.8%-0.2pp | 83.0%-9.3pp |
| Annual return | 5.56% | 12.26%-6.7pp | 12.21%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $590 | $3,141-81.2% | $2,550-76.9% | $4,869-87.9% |
| Participant deferral / active EE | $2,547 | $3,601-29.3% | $3,149-19.1% | $5,287-51.8% |
| Admin fee / account holder | $2,932 | $4,781-38.7% | $4,221-30.5% | $10,133-71.1% |