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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 | $102,609-57.6% | $98,090-55.6% | $138,895-68.7% |
| Participation rate | 76.2% | 82.8%-6.6pp | 81.5%-5.4pp | 79.9%-3.7pp |
| Annual return | 16.03% | 36.44%-20.4pp | 37.05%-21.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $340 | $3,867-91.2% | $3,606-90.6% | $4,194-91.9% |
| Participant deferral / active EE | $8,504 | $8,167+4.1% | $7,845+8.4% | $6,396+32.9% |
| Admin fee / account holder | $3,201 | $11,434-72.0% | $11,815-72.9% | $12,562-74.5% |