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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 | $72,126 | $78,520-8.1% | $96,576-25.3% | $82,448-12.5% |
| Participation rate | 71.6% | 77.7%-6.1pp | 81.4%-9.8pp | 68.1%+3.6pp |
| Annual return | 17.39% | 41.30%-23.9pp | 38.47%-21.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,335 | $2,630-49.2% | $3,553-62.4% | $2,551-47.7% |
| Participant deferral / active EE | $3,156 | $6,754-53.3% | $7,956-60.3% | $4,139-23.7% |
| Admin fee / account holder | $747 | $13,455-94.5% | $11,381-93.4% | $7,234-89.7% |