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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 | $62,266 | $104,098-40.2% | $140,514-55.7% | $94,015-33.8% |
| Participation rate | 70.8% | 73.7%-2.9pp | 77.8%-7.0pp | 70.8%0pp |
| Annual return | 13.40% | 15.14%-1.7pp | 14.36%-1.0pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,016 | $2,388-57.5% | $3,378-69.9% | $2,790-63.6% |
| Participant deferral / active EE | $1,992 | $4,033-50.6% | $4,919-59.5% | $4,249-53.1% |
| Admin fee / account holder | $6,314 | $10,439-39.5% | $13,697-53.9% | $8,951-29.5% |