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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 | $32,383 | $124,330-74.0% | $109,173-70.3% | $167,536-80.7% |
| Participation rate | 76.5% | 79.5%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 15.57% | 26.04%-10.5pp | 25.75%-10.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $2,054 | $4,209-51.2% | $3,723-44.8% | $4,839-57.6% |
| Participant deferral / active EE | $4,204 | $5,256-20.0% | $4,654-9.7% | $6,342-33.7% |
| Admin fee / account holder | $388 | $7,974-95.1% | $6,755-94.3% | $12,315-96.8% |