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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 | $53,956 | $90,486-40.4% | $78,676-31.4% | $273,972-80.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.78% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,347 | $3,175+5.4% | $2,850+17.5% | $4,869-31.2% |
| Participant deferral / active EE | $12,676 | $3,901+224.9% | $3,517+260.4% | $5,287+139.8% |
| Admin fee / account holder | $345 | $5,263-93.4% | $4,510-92.4% | $10,133-96.6% |