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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 | $34,334 | $135,956-74.7% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.20% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,480 | $5,170+25.3% | $4,617+40.4% | $4,869+33.1% |
| Participant deferral / active EE | $18,285 | $6,343+188.3% | $5,984+205.6% | $5,287+245.8% |
| Admin fee / account holder | $3,054 | $9,817-68.9% | $8,357-63.5% | $10,133-69.9% |