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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 | $66,607 | $88,707-24.9% | $74,184-10.2% | $273,972-75.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.89% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,156 | $3,159+94.8% | $2,370+159.7% | $4,869+26.4% |
| Participant deferral / active EE | $7,672 | $4,212+82.2% | $3,550+116.1% | $5,287+45.1% |
| Admin fee / account holder | $2,607 | $8,717-70.1% | $5,586-53.3% | $10,133-74.3% |