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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 | $46,968 | $93,064-49.5% | $74,577-37.0% | $273,972-82.9% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 6.91% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,344 | $3,160+37.5% | $2,525+72.0% | $4,869-10.8% |
| Participant deferral / active EE | $5,952 | $4,160+43.1% | $3,458+72.1% | $5,287+12.6% |
| Admin fee / account holder | $11,525 | $5,273+118.6% | $4,138+178.5% | $10,133+13.7% |