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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 | $44,213 | $99,345-55.5% | $84,753-47.8% | $273,972-83.9% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.35% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,468 | $4,214-65.2% | $3,574-58.9% | $4,869-69.9% |
| Participant deferral / active EE | $1,835 | $4,270-57.0% | $3,712-50.6% | $5,287-65.3% |
| Admin fee / account holder | $1,235 | $6,645-81.4% | $5,333-76.9% | $10,133-87.8% |