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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 | $53,998 | $110,307-51.0% | $96,576-44.1% | $139,456-61.3% |
| Participation rate | 70.8% | 78.1%-7.3pp | 76.0%-5.1pp | 80.3%-9.5pp |
| Annual return | 15.76% | 26.40%-10.6pp | 25.87%-10.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $1,404 | $3,619-61.2% | $2,965-52.7% | $4,753-70.5% |
| Participant deferral / active EE | $4,395 | $5,547-20.8% | $4,851-9.4% | $6,711-34.5% |
| Admin fee / account holder | $12,100 | $11,597+4.3% | $8,253+46.6% | $11,407+6.1% |