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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 | $53,407 | $102,609-48.0% | $98,090-45.6% | $138,895-61.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 36.02% | 36.44%-0.4pp | 37.05%-1.0pp | 145.39%-109.4pp |
| Employer contribution / active EE | $2,876 | $3,867-25.6% | $3,606-20.2% | $4,194-31.4% |
| Participant deferral / active EE | $5,414 | $8,167-33.7% | $7,845-31.0% | $6,396-15.3% |
| Admin fee / account holder | $604 | $11,434-94.7% | $11,815-94.9% | $12,562-95.2% |