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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 | $64,885 | $215,361-69.9% | $171,082-62.1% | $273,972-76.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 4.97% | 25.14%-20.2pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,052 | $4,967-78.8% | $4,002-73.7% | $4,869-78.4% |
| Participant deferral / active EE | $3,700 | $5,543-33.3% | $4,797-22.9% | $5,287-30.0% |
| Admin fee / account holder | $10,073 | $10,846-7.1% | $8,520+18.2% | $10,133-0.6% |