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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 | $38,089 | $124,425-69.4% | $112,040-66.0% | $137,256-72.2% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 16.98% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,294 | $3,411-62.1% | $2,954-56.2% | $4,156-68.9% |
| Participant deferral / active EE | $1,837 | $5,718-67.9% | $5,098-64.0% | $6,407-71.3% |
| Admin fee / account holder | $1,217 | $15,207-92.0% | $12,098-89.9% | $12,270-90.1% |