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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 | $90,861 | $181,896-50.0% | $156,551-42.0% | $273,972-66.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.65% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,575 | $6,248-74.8% | $5,501-71.4% | $4,869-67.7% |
| Participant deferral / active EE | $2,634 | $5,550-52.5% | $4,871-45.9% | $5,287-50.2% |
| Admin fee / account holder | $495 | $15,560-96.8% | $13,028-96.2% | $10,133-95.1% |