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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 | $31,254 | $99,345-68.5% | $84,753-63.1% | $273,972-88.6% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 5.27% | 22.93%-17.7pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,844 | $4,214-32.5% | $3,574-20.4% | $4,869-41.6% |
| Participant deferral / active EE | $3,433 | $4,270-19.6% | $3,712-7.5% | $5,287-35.1% |
| Admin fee / account holder | $3,252 | $6,645-51.1% | $5,333-39.0% | $10,133-67.9% |