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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 | $65,141 | $181,896-64.2% | $156,551-58.4% | $273,972-76.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.25% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,742 | $6,248-72.1% | $5,501-68.3% | $4,869-64.2% |
| Participant deferral / active EE | $4,541 | $5,550-18.2% | $4,871-6.8% | $5,287-14.1% |
| Admin fee / account holder | $1,342 | $15,560-91.4% | $13,028-89.7% | $10,133-86.8% |