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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 | $31,625 | $135,956-76.7% | $123,894-74.5% | $273,972-88.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.02% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $4,975 | $5,170-3.8% | $4,617+7.8% | $4,869+2.2% |
| Participant deferral / active EE | $4,922 | $6,343-22.4% | $5,984-17.7% | $5,287-6.9% |
| Admin fee / account holder | $1,780 | $9,817-81.9% | $8,357-78.7% | $10,133-82.4% |