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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 | $52,307 | $64,311-18.7% | $57,356-8.8% | $125,389-58.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | 12.52% | 25.14%-12.6pp | 24.41%-11.9pp | 282.24%-269.7pp |
| Employer contribution / active EE | $1,549 | $3,193-51.5% | $2,689-42.4% | $4,866-68.2% |
| Participant deferral / active EE | $1,124 | $3,846-70.8% | $3,162-64.4% | $5,352-79.0% |
| Admin fee / account holder | $330 | $5,243-93.7% | $3,357-90.2% | $9,541-96.5% |