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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 | $57,041 | $110,303-48.3% | $95,759-40.4% | $139,487-59.1% |
| Participation rate | 71.4% | 75.7%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 17.18% | 27.19%-10.0pp | 28.42%-11.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $857 | $3,261-73.7% | $2,836-69.8% | $4,755-82.0% |
| Participant deferral / active EE | $5,293 | $4,674+13.2% | $4,244+24.7% | $6,713-21.1% |
| Admin fee / account holder | $3,467 | $6,615-47.6% | $5,678-38.9% | $11,407-69.6% |