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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 | $46,968 | $181,896-74.2% | $156,551-70.0% | $273,972-82.9% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 6.28% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,903 | $6,248-69.5% | $5,501-65.4% | $4,869-60.9% |
| Participant deferral / active EE | $2,656 | $5,550-52.1% | $4,871-45.5% | $5,287-49.8% |
| Admin fee / account holder | $463 | $15,560-97.0% | $13,028-96.4% | $10,133-95.4% |