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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 | $42,519 | $99,345-57.2% | $84,753-49.8% | $273,972-84.5% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 5.42% | 22.93%-17.5pp | 22.78%-17.4pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,125 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $2,641 | $4,270-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $11,005 | $6,645+65.6% | $5,333+106.4% | $10,133+8.6% |