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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 | $21,740 | $111,814-80.6% | $103,374-79.0% | $145,959-85.1% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 12.36% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,948 | $4,214-53.8% | $3,869-49.6% | $4,661-58.2% |
| Participant deferral / active EE | $2,833 | $5,618-49.6% | $5,058-44.0% | $6,689-57.6% |
| Admin fee / account holder | $1,338 | $9,754-86.3% | $8,394-84.1% | $13,398-90.0% |