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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 | $43,197 | $99,345-56.5% | $84,753-49.0% | $273,972-84.2% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.41% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $870 | $4,214-79.4% | $3,574-75.7% | $4,869-82.1% |
| Participant deferral / active EE | $2,585 | $4,270-39.5% | $3,712-30.4% | $5,287-51.1% |
| Admin fee / account holder | $4,218 | $6,645-36.5% | $5,333-20.9% | $10,133-58.4% |