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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 | $57,597 | $111,814-48.5% | $103,378-44.3% | $145,978-60.5% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 11.99% | 24.80%-12.8pp | 24.91%-12.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,696 | $4,215-59.8% | $3,870-56.2% | $4,662-63.6% |
| Participant deferral / active EE | $4,348 | $5,618-22.6% | $5,058-14.0% | $6,690-35.0% |
| Admin fee / account holder | $1,197 | $9,764-87.7% | $8,401-85.8% | $13,400-91.1% |