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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 | $76,686 | $153,311-50.0% | $109,313-29.8% | $273,972-72.0% |
| Participation rate | 84.2% | 80.1%+4.1pp | 71.3%+12.9pp | 83.0%+1.2pp |
| Annual return | 6.20% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,947 | $5,619+41.4% | $3,892+104.2% | $4,869+63.2% |
| Participant deferral / active EE | $1,197 | $3,932-69.6% | $3,166-62.2% | $5,287-77.4% |
| Admin fee / account holder | $4,233 | $8,076-47.6% | $5,666-25.3% | $10,133-58.2% |