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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 | $53,661 | $127,387-57.9% | $115,038-53.4% | $125,389-57.2% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | 2.60% | 31.28%-28.7pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $1,678 | $5,166-67.5% | $4,608-63.6% | $4,866-65.5% |
| Participant deferral / active EE | $3,293 | $6,423-48.7% | $6,026-45.4% | $5,352-38.5% |
| Admin fee / account holder | $331 | $9,516-96.5% | $8,175-95.9% | $9,541-96.5% |