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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 | $55,792 | $181,896-69.3% | $156,551-64.4% | $273,972-79.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.33% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,493 | $6,248-60.1% | $5,501-54.7% | $4,869-48.8% |
| Participant deferral / active EE | $7,689 | $5,550+38.5% | $4,871+57.9% | $5,287+45.4% |
| Admin fee / account holder | $873 | $15,560-94.4% | $13,028-93.3% | $10,133-91.4% |