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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 | $61,564 | $136,307-54.8% | $106,619-42.3% | $273,972-77.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 5.83% | 11.05%-5.2pp | 9.42%-3.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,372 | $5,190-73.6% | $3,947-65.2% | $4,869-71.8% |
| Participant deferral / active EE | $2,489 | $4,969-49.9% | $3,930-36.7% | $5,287-52.9% |
| Admin fee / account holder | $2,282 | $8,625-73.5% | $6,418-64.4% | $10,133-77.5% |