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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 | $56,633 | $100,194-43.5% | $122,979-53.9% | $86,983-34.9% |
| Participation rate | 78.0% | 73.0%+5.1pp | 77.2%+0.9pp | 69.5%+8.5pp |
| Annual return | 15.77% | 16.47%-0.7pp | 20.12%-4.3pp | 25.83%-10.1pp |
| Employer contribution / active EE | $640 | $2,326-72.5% | $3,062-79.1% | $2,584-75.2% |
| Participant deferral / active EE | $3,099 | $4,133-25.0% | $5,003-38.1% | $4,194-26.1% |
| Admin fee / account holder | $778 | $10,148-92.3% | $12,864-94.0% | $7,856-90.1% |