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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 | $42,536 | $99,345-57.2% | $84,753-49.8% | $273,972-84.5% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 5.85% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,814 | $4,214+38.0% | $3,574+62.6% | $4,869+19.4% |
| Participant deferral / active EE | $3,434 | $4,270-19.6% | $3,712-7.5% | $5,287-35.0% |
| Admin fee / account holder | $1,014 | $6,645-84.7% | $5,333-81.0% | $10,133-90.0% |