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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 | $62,700 | $76,551-18.1% | $123,894-49.4% | $62,881-0.3% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 6.81% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,007 | $2,882-30.4% | $4,617-56.5% | $2,281-12.0% |
| Participant deferral / active EE | $4,930 | $4,840+1.9% | $5,984-17.6% | $3,203+53.9% |
| Admin fee / account holder | $5,528 | $4,826+14.6% | $8,357-33.8% | $4,296+28.7% |