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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 | $28,039 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.07% | 56.63%-48.6pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,088 | $5,170-1.6% | $4,617+10.2% | $4,869+4.5% |
| Participant deferral / active EE | $2,758 | $6,343-56.5% | $5,984-53.9% | $5,287-47.8% |
| Admin fee / account holder | $383 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |