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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 | $46,353 | $126,661-63.4% | $113,397-59.1% | $138,895-66.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 19.32% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,790 | $3,456-48.2% | $2,977-39.9% | $4,194-57.3% |
| Participant deferral / active EE | $3,403 | $5,693-40.2% | $5,076-33.0% | $6,396-46.8% |
| Admin fee / account holder | $439 | $14,549-97.0% | $11,957-96.3% | $12,562-96.5% |