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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 | $60,363 | $76,551-21.1% | $123,894-51.3% | $62,881-4.0% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 6.24% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,460 | $2,882-14.7% | $4,617-46.7% | $2,281+7.8% |
| Participant deferral / active EE | $5,678 | $4,840+17.3% | $5,984-5.1% | $3,203+77.3% |
| Admin fee / account holder | $9,072 | $4,826+88.0% | $8,357+8.6% | $4,296+111.2% |