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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 | $74,783 | $90,509-17.4% | $78,693-5.0% | $273,968-72.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.12% | 75.61%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,950 | $3,175-38.6% | $2,850-31.6% | $4,869-59.9% |
| Participant deferral / active EE | $4,293 | $3,901+10.0% | $3,517+22.1% | $5,287-18.8% |
| Admin fee / account holder | $808 | $5,264-84.7% | $4,511-82.1% | $10,132-92.0% |