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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 | $54,100 | $76,551-29.3% | $123,894-56.3% | $62,881-14.0% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 8.43% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,711 | $2,882+28.8% | $4,617-19.6% | $2,281+62.7% |
| Participant deferral / active EE | $6,725 | $4,840+39.0% | $5,984+12.4% | $3,203+110.0% |
| Admin fee / account holder | $8,637 | $4,826+79.0% | $8,357+3.3% | $4,296+101.1% |