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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 | $46,488 | $110,240-57.8% | $96,544-51.8% | $139,487-66.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 14.00% | 26.41%-12.4pp | 25.88%-11.9pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,478 | $3,622-59.2% | $2,966-50.2% | $4,755-68.9% |
| Participant deferral / active EE | $2,290 | $5,549-58.7% | $4,851-52.8% | $6,713-65.9% |
| Admin fee / account holder | $3,704 | $11,602-68.1% | $8,254-55.1% | $11,407-67.5% |