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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 | $56,777 | $96,558-41.2% | $80,977-29.9% | $273,972-79.3% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 9.42% | 15.14%-5.7pp | 17.11%-7.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,955 | $4,869-39.3% | $3,715-20.5% | $4,869-39.3% |
| Participant deferral / active EE | $6,115 | $6,598-7.3% | $5,696+7.4% | $5,287+15.7% |
| Admin fee / account holder | $409 | $7,493-94.5% | $5,517-92.6% | $10,133-96.0% |