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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 | $40,825 | $181,896-77.6% | $156,551-73.9% | $273,972-85.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,947 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $4,495 | $5,550-19.0% | $4,871-7.7% | $5,287-15.0% |
| Admin fee / account holder | $3,275 | $15,560-79.0% | $13,028-74.9% | $10,133-67.7% |