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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 | $29,748 | $111,814-73.4% | $103,374-71.2% | $145,959-79.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 15.35% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,420 | $4,214-66.3% | $3,869-63.3% | $4,661-69.5% |
| Participant deferral / active EE | $2,879 | $5,618-48.8% | $5,058-43.1% | $6,689-57.0% |
| Admin fee / account holder | $920 | $9,754-90.6% | $8,394-89.0% | $13,398-93.1% |