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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 | $43,055 | $102,609-58.0% | $98,090-56.1% | $138,895-69.0% |
| Participation rate | 71.4% | 82.8%-11.3pp | 81.5%-10.1pp | 79.9%-8.5pp |
| Annual return | 18.02% | 36.44%-18.4pp | 37.05%-19.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,668 | $3,867-56.9% | $3,606-53.7% | $4,194-60.2% |
| Participant deferral / active EE | $7,661 | $8,167-6.2% | $7,845-2.3% | $6,396+19.8% |
| Admin fee / account holder | $2,378 | $11,434-79.2% | $11,815-79.9% | $12,562-81.1% |