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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 | $44,403 | $93,617-52.6% | $135,982-67.3% | $75,177-40.9% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 31.64% | 30.89%+0.7pp | 68.32%-36.7pp | 160.75%-129.1pp |
| Employer contribution / active EE | $3,002 | $3,538-15.2% | $4,859-38.2% | $2,671+12.4% |
| Participant deferral / active EE | $5,138 | $6,406-19.8% | $7,760-33.8% | $4,126+24.5% |
| Admin fee / account holder | $1,030 | $6,980-85.2% | $10,767-90.4% | $5,651-81.8% |