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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 | $32,746 | $135,956-75.9% | $123,894-73.6% | $273,972-88.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,957 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $5,556 | $6,343-12.4% | $5,984-7.1% | $5,287+5.1% |
| Admin fee / account holder | $304 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |