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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 | $44,251 | $90,486-51.1% | $78,676-43.8% | $273,972-83.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.03% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,656 | $3,175+15.1% | $2,850+28.3% | $4,869-24.9% |
| Participant deferral / active EE | $9,433 | $3,901+141.8% | $3,517+168.2% | $5,287+78.4% |
| Admin fee / account holder | $5,037 | $5,263-4.3% | $4,510+11.7% | $10,133-50.3% |