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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 | $58,420 | $110,240-47.0% | $96,544-39.5% | $139,487-58.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.49% | 26.41%-12.9pp | 25.88%-12.4pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,863 | $3,622-48.6% | $2,966-37.2% | $4,755-60.8% |
| Participant deferral / active EE | $6,288 | $5,549+13.3% | $4,851+29.6% | $6,713-6.3% |
| Admin fee / account holder | $481 | $11,602-95.9% | $8,254-94.2% | $11,407-95.8% |