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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 | $32,889 | $181,896-81.9% | $156,551-79.0% | $273,972-88.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,794 | $6,248-71.3% | $5,501-67.4% | $4,869-63.1% |
| Participant deferral / active EE | $3,339 | $5,550-39.8% | $4,871-31.5% | $5,287-36.9% |
| Admin fee / account holder | $786 | $15,560-94.9% | $13,028-94.0% | $10,133-92.2% |