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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 | $48,974 | $99,345-50.7% | $84,753-42.2% | $273,972-82.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.16% | 22.93%-13.8pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,890 | $4,214-55.2% | $3,574-47.1% | $4,869-61.2% |
| Participant deferral / active EE | $3,555 | $4,270-16.7% | $3,712-4.2% | $5,287-32.8% |
| Admin fee / account holder | $780 | $6,645-88.3% | $5,333-85.4% | $10,133-92.3% |