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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 | $44,238 | $118,488-62.7% | $98,462-55.1% | $139,487-68.3% |
| Participation rate | 72.7% | 77.5%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 15.00% | 18.96%-4.0pp | 21.17%-6.2pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,236 | $3,611-65.8% | $3,049-59.5% | $4,755-74.0% |
| Participant deferral / active EE | $2,904 | $5,393-46.2% | $4,738-38.7% | $6,713-56.7% |
| Admin fee / account holder | $2,197 | $13,868-84.2% | $8,875-75.2% | $11,407-80.7% |