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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 | $54,678 | $215,361-74.6% | $171,082-68.0% | $273,972-80.0% |
| Participation rate | 77.3% | 82.0%-4.8pp | 76.7%+0.6pp | 83.0%-5.7pp |
| Annual return | 5.96% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $909 | $4,967-81.7% | $4,002-77.3% | $4,869-81.3% |
| Participant deferral / active EE | $1,828 | $5,543-67.0% | $4,797-61.9% | $5,287-65.4% |
| Admin fee / account holder | $343 | $10,846-96.8% | $8,520-96.0% | $10,133-96.6% |