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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 | $63,490 | $135,956-53.3% | $123,894-48.8% | $273,972-76.8% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,271 | $5,170-56.1% | $4,617-50.8% | $4,869-53.4% |
| Participant deferral / active EE | $4,891 | $6,343-22.9% | $5,984-18.3% | $5,287-7.5% |
| Admin fee / account holder | $3,391 | $9,817-65.5% | $8,357-59.4% | $10,133-66.5% |