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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 | $51,098 | $181,896-71.9% | $156,551-67.4% | $273,972-81.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.37% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,566 | $6,248-58.9% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $4,517 | $5,550-18.6% | $4,871-7.3% | $5,287-14.6% |
| Admin fee / account holder | $971 | $15,560-93.8% | $13,028-92.5% | $10,133-90.4% |