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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 | $92,001 | $181,896-49.4% | $156,551-41.2% | $273,972-66.4% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,476 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $3,645 | $5,550-34.3% | $4,871-25.2% | $5,287-31.1% |
| Admin fee / account holder | $1,009 | $15,560-93.5% | $13,028-92.3% | $10,133-90.0% |