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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 | $48,130 | $76,551-37.1% | $123,894-61.2% | $62,881-23.5% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 9.99% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $907 | $2,882-68.5% | $4,617-80.4% | $2,281-60.2% |
| Participant deferral / active EE | $2,385 | $4,840-50.7% | $5,984-60.1% | $3,203-25.5% |
| Admin fee / account holder | $332 | $4,826-93.1% | $8,357-96.0% | $4,296-92.3% |