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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 | $46,710 | $106,524-56.2% | $152,301-69.3% | $87,485-46.6% |
| Participation rate | 82.4% | 75.8%+6.7pp | 82.4%0pp | 68.9%+13.5pp |
| Annual return | 14.23% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,555 | $3,371-24.2% | $4,624-44.8% | $2,596-1.6% |
| Participant deferral / active EE | $7,946 | $6,525+21.8% | $8,004-0.7% | $4,274+85.9% |
| Admin fee / account holder | $1,825 | $8,287-78.0% | $14,398-87.3% | $7,775-76.5% |