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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 | $43,530 | $97,289-55.3% | $92,805-53.1% | $155,188-72.0% |
| Participation rate | 76.2% | 84.2%-8.0pp | 83.5%-7.3pp | 80.8%-4.6pp |
| Annual return | 16.03% | 29.03%-13.0pp | 31.59%-15.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $340 | $3,632-90.6% | $3,424-90.1% | $4,248-92.0% |
| Participant deferral / active EE | $8,504 | $8,795-3.3% | $8,448+0.7% | $6,531+30.2% |
| Admin fee / account holder | $3,201 | $12,015-73.4% | $10,911-70.7% | $14,480-77.9% |