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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 | $34,487 | $90,486-61.9% | $78,676-56.2% | $273,972-87.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.89% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,101 | $3,175+60.7% | $2,850+79.0% | $4,869+4.8% |
| Participant deferral / active EE | $788 | $3,901-79.8% | $3,517-77.6% | $5,287-85.1% |
| Admin fee / account holder | $7,900 | $5,263+50.1% | $4,510+75.2% | $10,133-22.0% |