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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 | $59,437 | $99,345-40.2% | $84,753-29.9% | $273,972-78.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.71% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,969 | $4,214-53.3% | $3,574-44.9% | $4,869-59.6% |
| Participant deferral / active EE | $2,490 | $4,270-41.7% | $3,712-32.9% | $5,287-52.9% |
| Admin fee / account holder | $2,734 | $6,645-58.9% | $5,333-48.7% | $10,133-73.0% |