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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 | $46,740 | $181,896-74.3% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 5.27% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,082 | $6,248-66.7% | $5,501-62.2% | $4,869-57.2% |
| Participant deferral / active EE | $3,243 | $5,550-41.6% | $4,871-33.4% | $5,287-38.7% |
| Admin fee / account holder | $7,704 | $15,560-50.5% | $13,028-40.9% | $10,133-24.0% |