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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 | $18,462 | $90,486-79.6% | $78,676-76.5% | $273,972-93.3% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.17% | 75.62%-70.5pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,213 | $3,175-61.8% | $2,850-57.4% | $4,869-75.1% |
| Participant deferral / active EE | $3,136 | $3,901-19.6% | $3,517-10.8% | $5,287-40.7% |
| Admin fee / account holder | $4,151 | $5,263-21.1% | $4,510-8.0% | $10,133-59.0% |