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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 | $31,049 | $90,486-65.7% | $78,676-60.5% | $273,972-88.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,745 | $3,175-13.6% | $2,850-3.7% | $4,869-43.6% |
| Participant deferral / active EE | $5,005 | $3,901+28.3% | $3,517+42.3% | $5,287-5.3% |
| Admin fee / account holder | $706 | $5,263-86.6% | $4,510-84.4% | $10,133-93.0% |