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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 | $60,133 | $110,337-45.5% | $102,383-41.3% | $145,877-58.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.93% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,398 | $4,216-43.1% | $3,870-38.0% | $4,663-48.6% |
| Participant deferral / active EE | $5,257 | $5,621-6.5% | $5,060+3.9% | $6,691-21.4% |
| Admin fee / account holder | $704 | $9,750-92.8% | $8,391-91.6% | $13,402-94.7% |