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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 | $68,281 | $181,896-62.5% | $156,551-56.4% | $273,972-75.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.46% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,144 | $6,248-65.7% | $5,501-61.0% | $4,869-56.0% |
| Participant deferral / active EE | $8,202 | $5,550+47.8% | $4,871+68.4% | $5,287+55.1% |
| Admin fee / account holder | $46,365 | $15,560+198.0% | $13,028+255.9% | $10,133+357.6% |