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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 | $38,532 | $135,956-71.7% | $123,894-68.9% | $273,972-85.9% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,675 | $5,170-67.6% | $4,617-63.7% | $4,869-65.6% |
| Participant deferral / active EE | $3,577 | $6,343-43.6% | $5,984-40.2% | $5,287-32.4% |
| Admin fee / account holder | $2,494 | $9,817-74.6% | $8,357-70.2% | $10,133-75.4% |