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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 | $52,360 | $215,361-75.7% | $171,082-69.4% | $273,972-80.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 4.85% | 25.14%-20.3pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,143 | $4,967-77.0% | $4,002-71.4% | $4,869-76.5% |
| Participant deferral / active EE | $2,338 | $5,543-57.8% | $4,797-51.3% | $5,287-55.8% |
| Admin fee / account holder | $31,380 | $10,846+189.3% | $8,520+268.3% | $10,133+209.7% |