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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 | $136,860-59.0% | $120,344-53.4% | $154,746-63.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 14.36% | 21.38%-7.0pp | 20.30%-5.9pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,765 | $3,533-50.0% | $3,020-41.6% | $4,379-59.7% |
| Participant deferral / active EE | $3,802 | $5,793-34.4% | $5,135-25.9% | $6,730-43.5% |
| Admin fee / account holder | $591 | $15,393-96.2% | $12,742-95.4% | $14,365-95.9% |