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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 | $57,069 | $181,896-68.6% | $156,551-63.5% | $273,972-79.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,128 | $6,248-17.9% | $5,501-6.8% | $4,869+5.3% |
| Participant deferral / active EE | $4,563 | $5,550-17.8% | $4,871-6.3% | $5,287-13.7% |
| Admin fee / account holder | $560 | $15,560-96.4% | $13,028-95.7% | $10,133-94.5% |