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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 | $19,959 | $90,504-77.9% | $78,690-74.6% | $273,965-92.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.72% | 75.61%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,545 | $3,176-19.9% | $2,851-10.7% | $4,869-47.7% |
| Participant deferral / active EE | $5,055 | $3,901+29.6% | $3,517+43.7% | $5,287-4.4% |
| Admin fee / account holder | $2,795 | $5,263-46.9% | $4,511-38.0% | $10,132-72.4% |