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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 | $103,733 | $76,551+35.5% | $123,894-16.3% | $62,881+65.0% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,908 | $2,882-33.8% | $4,617-58.7% | $2,281-16.4% |
| Participant deferral / active EE | $3,866 | $4,840-20.1% | $5,984-35.4% | $3,203+20.7% |
| Admin fee / account holder | $4,780 | $4,826-1.0% | $8,357-42.8% | $4,296+11.3% |