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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 | $34,849 | $153,769-77.3% | $133,975-74.0% | $273,972-87.3% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 6.48% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,695 | $6,029-55.3% | $5,211-48.3% | $4,869-44.7% |
| Participant deferral / active EE | $5,431 | $6,958-21.9% | $6,282-13.5% | $5,287+2.7% |
| Admin fee / account holder | $997 | $11,765-91.5% | $9,324-89.3% | $10,133-90.2% |