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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 | $35,807 | $113,941-68.6% | $94,228-62.0% | $125,388-71.4% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | 2.56% | 5.29%-2.7pp | 10.68%-8.1pp | 282.24%-279.7pp |
| Employer contribution / active EE | $1,203 | $4,727-74.5% | $3,587-66.5% | $4,866-75.3% |
| Participant deferral / active EE | $2,457 | $5,179-52.6% | $4,320-43.1% | $5,352-54.1% |
| Admin fee / account holder | $370 | $8,392-95.6% | $6,269-94.1% | $9,541-96.1% |