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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 | $48,377 | $181,898-73.4% | $156,552-69.1% | $273,970-82.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 7.87% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,333 | $6,248-46.7% | $5,501-39.4% | $4,869-31.5% |
| Participant deferral / active EE | $5,591 | $5,550+0.7% | $4,871+14.8% | $5,287+5.7% |
| Admin fee / account holder | $3,803 | $15,560-75.6% | $13,028-70.8% | $10,132-62.5% |