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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 | $136,860-55.0% | $120,344-48.8% | $154,746-60.2% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 11.06% | 21.38%-10.3pp | 20.30%-9.2pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,074 | $3,533-69.6% | $3,020-64.4% | $4,379-75.5% |
| Participant deferral / active EE | $3,450 | $5,793-40.5% | $5,135-32.8% | $6,730-48.7% |
| Admin fee / account holder | $3,333 | $15,393-78.3% | $12,742-73.8% | $14,365-76.8% |