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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 | $60,120 | $76,551-21.5% | $123,894-51.5% | $62,881-4.4% |
| Participation rate | 71.9% | 73.0%-1.1pp | 81.4%-9.5pp | 69.3%+2.6pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,868 | $2,882-35.2% | $4,617-59.5% | $2,281-18.1% |
| Participant deferral / active EE | $4,254 | $4,840-12.1% | $5,984-28.9% | $3,203+32.8% |
| Admin fee / account holder | $6,510 | $4,826+34.9% | $8,357-22.1% | $4,296+51.6% |