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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 | $46,635 | $93,346-50.0% | $71,796-35.0% | $273,972-83.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 5.65% | 130.39%-124.7pp | 78.04%-72.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,913 | $2,733-30.0% | $1,924-0.6% | $4,869-60.7% |
| Participant deferral / active EE | $5,773 | $3,475+66.1% | $2,794+106.6% | $5,287+9.2% |
| Admin fee / account holder | $1,953 | $6,571-70.3% | $4,815-59.4% | $10,133-80.7% |