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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 | $47,244 | $65,685-28.1% | $57,181-17.4% | $273,965-82.8% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | 8.01% | 21.99%-14.0pp | 14.59%-6.6pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,134 | $3,279-34.9% | $2,682-20.5% | $4,869-56.2% |
| Participant deferral / active EE | $5,307 | $3,781+40.4% | $3,096+71.4% | $5,287+0.4% |
| Admin fee / account holder | $1,951 | $4,835-59.6% | $3,139-37.8% | $10,132-80.7% |