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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 | $138,312-59.4% | $122,979-54.4% | $155,188-63.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 14.36% | 22.06%-7.7pp | 20.12%-5.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,765 | $3,530-50.0% | $3,062-42.4% | $4,248-58.5% |
| Participant deferral / active EE | $3,802 | $5,592-32.0% | $5,003-24.0% | $6,531-41.8% |
| Admin fee / account holder | $591 | $15,089-96.1% | $12,864-95.4% | $14,480-95.9% |