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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 | $44,985 | $96,558-53.4% | $80,977-44.4% | $273,972-83.6% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 5.82% | 15.14%-9.3pp | 17.11%-11.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,294 | $4,869-73.4% | $3,715-65.2% | $4,869-73.4% |
| Participant deferral / active EE | $5,562 | $6,598-15.7% | $5,696-2.4% | $5,287+5.2% |
| Admin fee / account holder | $10,902 | $7,493+45.5% | $5,517+97.6% | $10,133+7.6% |