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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 | $38,893 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,506 | $5,170-51.5% | $4,617-45.7% | $4,869-48.5% |
| Participant deferral / active EE | $4,917 | $6,343-22.5% | $5,984-17.8% | $5,287-7.0% |
| Admin fee / account holder | $3,656 | $9,817-62.8% | $8,357-56.3% | $10,133-63.9% |