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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 | $90,990 | $181,896-50.0% | $156,551-41.9% | $273,972-66.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,921 | $6,248-69.3% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $4,556 | $5,550-17.9% | $4,871-6.5% | $5,287-13.8% |
| Admin fee / account holder | $1,182 | $15,560-92.4% | $13,028-90.9% | $10,133-88.3% |