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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 | $56,139 | $124,425-54.9% | $112,040-49.9% | $137,256-59.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.36% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,765 | $3,411-48.3% | $2,954-40.3% | $4,156-57.5% |
| Participant deferral / active EE | $3,802 | $5,718-33.5% | $5,098-25.4% | $6,407-40.7% |
| Admin fee / account holder | $591 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |