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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 | $69,249 | $181,896-61.9% | $156,551-55.8% | $273,972-74.7% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,388 | $6,248-77.8% | $5,501-74.8% | $4,869-71.5% |
| Participant deferral / active EE | $5,446 | $5,550-1.9% | $4,871+11.8% | $5,287+3.0% |
| Admin fee / account holder | $393 | $15,560-97.5% | $13,028-97.0% | $10,133-96.1% |