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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 | $43,171 | $181,896-76.3% | $156,551-72.4% | $273,972-84.2% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 4.76% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,455 | $6,248-76.7% | $5,501-73.5% | $4,869-70.1% |
| Participant deferral / active EE | $4,253 | $5,550-23.4% | $4,871-12.7% | $5,287-19.6% |
| Admin fee / account holder | $6,422 | $15,560-58.7% | $13,028-50.7% | $10,133-36.6% |