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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 | $39,149 | $65,685-40.4% | $57,181-31.5% | $273,968-85.7% |
| Participation rate | 73.9% | 78.3%-4.4pp | 75.3%-1.4pp | 83.0%-9.1pp |
| Annual return | 5.52% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,369 | $3,279-27.7% | $2,682-11.7% | $4,869-51.3% |
| Participant deferral / active EE | $2,225 | $3,781-41.1% | $3,096-28.1% | $5,287-57.9% |
| Admin fee / account holder | $2,812 | $4,835-41.8% | $3,139-10.4% | $10,132-72.2% |