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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 | $48,692 | $135,956-64.2% | $123,894-60.7% | $273,972-82.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.11% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $878 | $5,170-83.0% | $4,617-81.0% | $4,869-82.0% |
| Participant deferral / active EE | $3,394 | $6,343-46.5% | $5,984-43.3% | $5,287-35.8% |
| Admin fee / account holder | $22,417 | $9,817+128.3% | $8,357+168.2% | $10,133+121.2% |