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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 | $67,226 | $181,896-63.0% | $156,551-57.1% | $273,972-75.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 14.23% | 30.74%-16.5pp | 32.23%-18.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,850 | $6,248-70.4% | $5,501-66.4% | $4,869-62.0% |
| Participant deferral / active EE | $7,524 | $5,550+35.6% | $4,871+54.5% | $5,287+42.3% |
| Admin fee / account holder | $2,362 | $15,560-84.8% | $13,028-81.9% | $10,133-76.7% |