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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 | $61,651 | $124,425-50.5% | $112,040-45.0% | $137,256-55.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 11.06% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,074 | $3,411-68.5% | $2,954-63.6% | $4,156-74.2% |
| Participant deferral / active EE | $3,450 | $5,718-39.7% | $5,098-32.3% | $6,407-46.2% |
| Admin fee / account holder | $3,333 | $15,207-78.1% | $12,098-72.4% | $12,270-72.8% |