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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 | $44,006 | $55,457-20.6% | $77,361-43.1% | $94,015-53.2% |
| Participation rate | 70.6% | 69.8%+0.8pp | 75.0%-4.4pp | 70.8%-0.2pp |
| Annual return | 10.91% | 15.57%-4.7pp | 1011.54%-1000.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,561 | $2,255-30.8% | $2,990-47.8% | $2,790-44.1% |
| Participant deferral / active EE | $2,987 | $3,069-2.7% | $3,911-23.6% | $4,249-29.7% |
| Admin fee / account holder | $463 | $4,334-89.3% | $5,894-92.1% | $8,951-94.8% |