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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 | $49,886 | $99,345-49.8% | $84,753-41.1% | $273,972-81.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 4.35% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,007 | $4,214-76.1% | $3,574-71.8% | $4,869-79.3% |
| Participant deferral / active EE | $3,064 | $4,270-28.2% | $3,712-17.5% | $5,287-42.1% |
| Admin fee / account holder | $3,918 | $6,645-41.0% | $5,333-26.5% | $10,133-61.3% |