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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 | $107,809-43.2% | $97,032-36.8% | $155,188-60.5% |
| Participation rate | 72.7% | 75.5%-2.7pp | 71.6%+1.2pp | 80.8%-8.1pp |
| Annual return | 16.26% | 38.06%-21.8pp | 35.38%-19.1pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,315 | $2,911-54.8% | $2,629-50.0% | $4,248-69.0% |
| Participant deferral / active EE | $3,311 | $5,129-35.5% | $4,672-29.1% | $6,531-49.3% |
| Admin fee / account holder | $414 | $10,717-96.1% | $9,418-95.6% | $14,480-97.1% |