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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 | $44,339 | $138,385-68.0% | $184,243-75.9% | $80,925-45.2% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 13.14% | 20.02%-6.9pp | 28.82%-15.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,760 | $4,851-63.7% | $6,427-72.6% | $2,756-36.2% |
| Participant deferral / active EE | $3,849 | $7,075-45.6% | $9,132-57.9% | $4,299-10.5% |
| Admin fee / account holder | $772 | $10,489-92.6% | $13,914-94.5% | $6,940-88.9% |