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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 | $45,565 | $126,661-64.0% | $113,397-59.8% | $138,895-67.2% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.5%0pp | 79.9%-3.4pp |
| Annual return | 17.87% | 25.05%-7.2pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,733 | $3,456-20.9% | $2,977-8.2% | $4,194-34.8% |
| Participant deferral / active EE | $3,858 | $5,693-32.2% | $5,076-24.0% | $6,396-39.7% |
| Admin fee / account holder | $573 | $14,549-96.1% | $11,957-95.2% | $12,562-95.4% |