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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 | $55,324 | $115,225-52.0% | $100,712-45.1% | $138,895-60.2% |
| Participation rate | 72.2% | 74.3%-2.1pp | 69.3%+2.9pp | 79.9%-7.7pp |
| Annual return | 16.93% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,262 | $2,771-54.4% | $2,313-45.4% | $4,194-69.9% |
| Participant deferral / active EE | $3,685 | $4,699-21.6% | $4,085-9.8% | $6,396-42.4% |
| Admin fee / account holder | $3,618 | $10,844-66.6% | $9,256-60.9% | $12,562-71.2% |