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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 | $58,061 | $99,345-41.6% | $84,753-31.5% | $273,972-78.8% |
| Participation rate | 81.0% | 80.7%+0.3pp | 76.6%+4.4pp | 83.0%-2.1pp |
| Annual return | 4.43% | 22.93%-18.5pp | 22.78%-18.4pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,282 | $4,214-45.9% | $3,574-36.2% | $4,869-53.1% |
| Participant deferral / active EE | $3,680 | $4,270-13.8% | $3,712-0.9% | $5,287-30.4% |
| Admin fee / account holder | $5,292 | $6,645-20.4% | $5,333-0.8% | $10,133-47.8% |