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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 | $62,432 | $88,707-29.6% | $74,184-15.8% | $273,972-77.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.95% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,448 | $3,159-54.2% | $2,370-38.9% | $4,869-70.3% |
| Participant deferral / active EE | $3,480 | $4,212-17.4% | $3,550-2.0% | $5,287-34.2% |
| Admin fee / account holder | $961 | $8,717-89.0% | $5,586-82.8% | $10,133-90.5% |