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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 | $65,504 | $135,956-51.8% | $123,894-47.1% | $273,972-76.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,582 | $5,170-50.1% | $4,617-44.1% | $4,869-47.0% |
| Participant deferral / active EE | $5,323 | $6,343-16.1% | $5,984-11.1% | $5,287+0.7% |
| Admin fee / account holder | $1,882 | $9,817-80.8% | $8,357-77.5% | $10,133-81.4% |