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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 | $46,883 | $108,825-56.9% | $156,181-70.0% | $82,448-43.1% |
| Participation rate | 72.4% | 72.4%0pp | 78.8%-6.4pp | 68.1%+4.3pp |
| Annual return | 23.96% | 20.59%+3.4pp | 64.87%-40.9pp | 41.64%-17.7pp |
| Employer contribution / active EE | $2,117 | $2,870-26.2% | $4,294-50.7% | $2,551-17.0% |
| Participant deferral / active EE | $4,352 | $4,577-4.9% | $6,132-29.0% | $4,139+5.1% |
| Admin fee / account holder | $1,919 | $9,341-79.5% | $14,586-86.8% | $7,234-73.5% |