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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 | $37,316 | $90,504-58.8% | $78,690-52.6% | $273,965-86.4% |
| Participation rate | 76.5% | 76.5%0pp | 73.6%+2.9pp | 83.0%-6.5pp |
| Annual return | 6.66% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,730 | $3,176-45.5% | $2,851-39.3% | $4,869-64.5% |
| Participant deferral / active EE | $8,245 | $3,901+111.3% | $3,517+134.4% | $5,287+55.9% |
| Admin fee / account holder | $5,382 | $5,263+2.3% | $4,511+19.3% | $10,132-46.9% |