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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 | $63,791 | $99,345-35.8% | $84,753-24.7% | $273,972-76.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.31% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,212 | $4,214-71.2% | $3,574-66.1% | $4,869-75.1% |
| Participant deferral / active EE | $3,974 | $4,270-6.9% | $3,712+7.0% | $5,287-24.8% |
| Admin fee / account holder | $3,279 | $6,645-50.7% | $5,333-38.5% | $10,133-67.6% |