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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 | $57,851 | $145,431-60.2% | $211,142-72.6% | $87,485-33.9% |
| Participation rate | 87.3% | 84.7%+2.6pp | 87.3%0pp | 68.9%+18.4pp |
| Annual return | 16.24% | 27.21%-11.0pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,289 | $4,662-50.9% | $6,442-64.5% | $2,596-11.9% |
| Participant deferral / active EE | $8,215 | $6,859+19.8% | $9,284-11.5% | $4,274+92.2% |
| Admin fee / account holder | $2,754 | $17,052-83.8% | $19,076-85.6% | $7,775-64.6% |