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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 | $42,986 | $118,488-63.7% | $98,462-56.3% | $139,487-69.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.11% | 18.96%-4.8pp | 21.17%-7.1pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,208 | $3,611-38.8% | $3,049-27.6% | $4,755-53.6% |
| Participant deferral / active EE | $6,010 | $5,393+11.4% | $4,738+26.8% | $6,713-10.5% |
| Admin fee / account holder | $586 | $13,868-95.8% | $8,875-93.4% | $11,407-94.9% |