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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 | $32,654 | $135,956-76.0% | $123,894-73.6% | $273,972-88.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.28% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,645 | $5,170-68.2% | $4,617-64.4% | $4,869-66.2% |
| Participant deferral / active EE | $3,238 | $6,343-49.0% | $5,984-45.9% | $5,287-38.8% |
| Admin fee / account holder | $2,136 | $9,817-78.2% | $8,357-74.4% | $10,133-78.9% |