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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 | $30,534 | $135,956-77.5% | $123,894-75.4% | $273,972-88.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.47% | 56.63%-52.2pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,103 | $5,170-78.7% | $4,617-76.1% | $4,869-77.3% |
| Participant deferral / active EE | $7,944 | $6,343+25.2% | $5,984+32.7% | $5,287+50.2% |
| Admin fee / account holder | $1,255 | $9,817-87.2% | $8,357-85.0% | $10,133-87.6% |