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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 | $68,441 | $124,425-45.0% | $112,040-38.9% | $137,256-50.1% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 12.82% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $963 | $3,411-71.8% | $2,954-67.4% | $4,156-76.8% |
| Participant deferral / active EE | $2,791 | $5,718-51.2% | $5,098-45.3% | $6,407-56.4% |
| Admin fee / account holder | $792 | $15,207-94.8% | $12,098-93.5% | $12,270-93.5% |