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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 | $33,663 | $136,307-75.3% | $106,619-68.4% | $273,972-87.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 9.45% | 11.05%-1.6pp | 9.42%0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $8,179 | $5,190+57.6% | $3,947+107.2% | $4,869+68.0% |
| Participant deferral / active EE | $3,600 | $4,969-27.6% | $3,930-8.4% | $5,287-31.9% |
| Admin fee / account holder | $869 | $8,625-89.9% | $6,418-86.5% | $10,133-91.4% |