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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 | $32,513 | $99,345-67.3% | $84,753-61.6% | $273,972-88.1% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 7.83% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,105 | $4,214-50.0% | $3,574-41.1% | $4,869-56.8% |
| Participant deferral / active EE | $3,975 | $4,270-6.9% | $3,712+7.1% | $5,287-24.8% |
| Admin fee / account holder | $2,574 | $6,645-61.3% | $5,333-51.7% | $10,133-74.6% |