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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 | $33,625 | $132,310-74.6% | $105,754-68.2% | $273,972-87.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 7.83% | 10.08%-2.2pp | 12.25%-4.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,443 | $4,867-49.8% | $4,079-40.1% | $4,869-49.8% |
| Participant deferral / active EE | $2,712 | $6,233-56.5% | $5,326-49.1% | $5,287-48.7% |
| Admin fee / account holder | $2,090 | $12,036-82.6% | $8,309-74.8% | $10,133-79.4% |