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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 | $55,016 | $99,345-44.6% | $84,753-35.1% | $273,970-79.9% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 3.93% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $971 | $4,214-77.0% | $3,574-72.8% | $4,869-80.1% |
| Participant deferral / active EE | $1,913 | $4,270-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $1,160 | $6,645-82.5% | $5,333-78.2% | $10,132-88.6% |