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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 | $31,699 | $88,583-64.2% | $88,497-64.2% | $273,972-88.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 5.62% | 5.68%-0.1pp | 7.63%-2.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,915 | $4,502-35.3% | $4,036-27.8% | $4,869-40.1% |
| Participant deferral / active EE | $2,622 | $4,891-46.4% | $4,899-46.5% | $5,287-50.4% |
| Admin fee / account holder | $1,304 | $8,980-85.5% | $6,220-79.0% | $10,133-87.1% |