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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 | $38,626 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 4.37% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,593 | $5,170-69.2% | $4,617-65.5% | $4,869-67.3% |
| Participant deferral / active EE | $5,028 | $6,343-20.7% | $5,984-16.0% | $5,287-4.9% |
| Admin fee / account holder | $16,871 | $9,817+71.9% | $8,357+101.9% | $10,133+66.5% |