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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 | $42,291 | $80,992-47.8% | $96,534-56.2% | $75,173-43.7% |
| Participation rate | 71.8% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.6pp |
| Annual return | 13.49% | 27.05%-13.6pp | 25.88%-12.4pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,182 | $2,283-48.2% | $2,965-60.1% | $2,671-55.7% |
| Participant deferral / active EE | $2,300 | $3,929-41.5% | $4,851-52.6% | $4,126-44.3% |
| Admin fee / account holder | $4,421 | $6,717-34.2% | $8,253-46.4% | $5,651-21.8% |