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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 | $31,836 | $135,956-76.6% | $123,894-74.3% | $273,972-88.4% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 13.21% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,544 | $5,170-50.8% | $4,617-44.9% | $4,869-47.8% |
| Participant deferral / active EE | $8,002 | $6,343+26.2% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $636 | $9,817-93.5% | $8,357-92.4% | $10,133-93.7% |