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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 | $46,568 | $77,358-39.8% | $102,184-54.4% | $87,485-46.8% |
| Participation rate | 71.0% | 78.7%-7.7pp | 82.6%-11.6pp | 68.9%+2.0pp |
| Annual return | 18.65% | 41.11%-22.5pp | 31.58%-12.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,124 | $2,562-17.1% | $3,594-40.9% | $2,596-18.2% |
| Participant deferral / active EE | $5,460 | $6,753-19.1% | $8,309-34.3% | $4,274+27.8% |
| Admin fee / account holder | $371 | $6,809-94.5% | $11,609-96.8% | $7,775-95.2% |