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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 | $33,156 | $181,896-81.8% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.61% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,728 | $6,248-72.3% | $5,501-68.6% | $4,869-64.5% |
| Participant deferral / active EE | $3,737 | $5,550-32.7% | $4,871-23.3% | $5,287-29.3% |
| Admin fee / account holder | $9,069 | $15,560-41.7% | $13,028-30.4% | $10,133-10.5% |