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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 | $29,185 | $90,486-67.7% | $78,676-62.9% | $273,972-89.3% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 7.92% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,229 | $3,175-61.3% | $2,850-56.9% | $4,869-74.8% |
| Participant deferral / active EE | $2,160 | $3,901-44.6% | $3,517-38.6% | $5,287-59.2% |
| Admin fee / account holder | $1,022 | $5,263-80.6% | $4,510-77.4% | $10,133-89.9% |