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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 | $39,254 | $96,558-59.3% | $80,977-51.5% | $273,972-85.7% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 6.14% | 15.14%-9.0pp | 17.11%-11.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,862 | $4,869-41.2% | $3,715-22.9% | $4,869-41.2% |
| Participant deferral / active EE | $4,313 | $6,598-34.6% | $5,696-24.3% | $5,287-18.4% |
| Admin fee / account holder | $934 | $7,493-87.5% | $5,517-83.1% | $10,133-90.8% |