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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 | $34,978 | $153,769-77.3% | $133,975-73.9% | $273,972-87.2% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.1%-10.9pp | 83.0%-6.8pp |
| Annual return | 5.75% | 36.51%-30.8pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,596 | $6,029-23.8% | $5,211-11.8% | $4,869-5.6% |
| Participant deferral / active EE | $4,624 | $6,958-33.5% | $6,282-26.4% | $5,287-12.5% |
| Admin fee / account holder | $2,184 | $11,765-81.4% | $9,324-76.6% | $10,133-78.4% |