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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 | $51,621 | $76,551-32.6% | $123,894-58.3% | $62,881-17.9% |
| Participation rate | 73.3% | 73.0%+0.4pp | 81.4%-8.1pp | 69.3%+4.0pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,372 | $2,882+51.7% | $4,617-5.3% | $2,281+91.7% |
| Participant deferral / active EE | $2,714 | $4,840-43.9% | $5,984-54.6% | $3,203-15.3% |
| Admin fee / account holder | $4,247 | $4,826-12.0% | $8,357-49.2% | $4,296-1.1% |