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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 | $61,280 | $147,556-58.5% | $129,031-52.5% | $198,609-69.1% |
| Participation rate | 72.7% | 77.2%-4.5pp | 73.4%-0.6pp | 82.4%-9.7pp |
| Annual return | 16.26% | 37.41%-21.1pp | 34.67%-18.4pp | 202.70%-186.4pp |
| Employer contribution / active EE | $1,315 | $3,645-63.9% | $3,226-59.2% | $5,055-74.0% |
| Participant deferral / active EE | $3,311 | $5,760-42.5% | $5,217-36.5% | $6,977-52.5% |
| Admin fee / account holder | $414 | $15,467-97.3% | $13,208-96.9% | $19,030-97.8% |