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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 | $34,182 | $135,956-74.9% | $123,894-72.4% | $273,972-87.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.67% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,704 | $5,170-67.0% | $4,617-63.1% | $4,869-65.0% |
| Participant deferral / active EE | $7,361 | $6,343+16.1% | $5,984+23.0% | $5,287+39.2% |
| Admin fee / account holder | $13,431 | $9,817+36.8% | $8,357+60.7% | $10,133+32.5% |