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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 | $50,113 | $135,956-63.1% | $123,894-59.6% | $273,972-81.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.55% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,628 | $5,170-49.2% | $4,617-43.1% | $4,869-46.0% |
| Participant deferral / active EE | $7,932 | $6,343+25.1% | $5,984+32.6% | $5,287+50.0% |
| Admin fee / account holder | $4,006 | $9,817-59.2% | $8,357-52.1% | $10,133-60.5% |