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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 | $59,204 | $181,896-67.5% | $156,551-62.2% | $273,972-78.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.26% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,617 | $6,248-74.1% | $5,501-70.6% | $4,869-66.8% |
| Participant deferral / active EE | $5,436 | $5,550-2.0% | $4,871+11.6% | $5,287+2.8% |
| Admin fee / account holder | $3,065 | $15,560-80.3% | $13,028-76.5% | $10,133-69.8% |