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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 | $167,415-66.5% | $140,514-60.0% | $198,609-71.7% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 14.36% | 13.85%+0.5pp | 14.36%0pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,765 | $4,088-56.8% | $3,378-47.8% | $5,055-65.1% |
| Participant deferral / active EE | $3,802 | $5,579-31.8% | $4,919-22.7% | $6,977-45.5% |
| Admin fee / account holder | $591 | $16,730-96.5% | $13,697-95.7% | $19,030-96.9% |