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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 | $82,346 | $99,345-17.1% | $84,753-2.8% | $273,972-69.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,864 | $4,214-32.0% | $3,574-19.9% | $4,869-41.2% |
| Participant deferral / active EE | $3,176 | $4,270-25.6% | $3,712-14.4% | $5,287-39.9% |
| Admin fee / account holder | $2,636 | $6,645-60.3% | $5,333-50.6% | $10,133-74.0% |