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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 | $24,101 | $88,707-72.8% | $74,184-67.5% | $273,972-91.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.57% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,005 | $3,159-68.2% | $2,370-57.6% | $4,869-79.3% |
| Participant deferral / active EE | $1,801 | $4,212-57.2% | $3,550-49.3% | $5,287-65.9% |
| Admin fee / account holder | $1,003 | $8,717-88.5% | $5,586-82.0% | $10,133-90.1% |