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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 | $53,457 | $110,337-51.6% | $102,383-47.8% | $145,877-63.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 9.90% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,539 | $4,216-63.5% | $3,870-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $2,671 | $5,621-52.5% | $5,060-47.2% | $6,691-60.1% |
| Admin fee / account holder | $777 | $9,750-92.0% | $8,391-90.7% | $13,402-94.2% |