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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 | $35,803 | $153,311-76.6% | $109,313-67.2% | $273,972-86.9% |
| Participation rate | 77.8% | 80.1%-2.3pp | 71.3%+6.5pp | 83.0%-5.2pp |
| Annual return | 5.91% | 29.86%-23.9pp | 22.07%-16.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,189 | $5,619+10.1% | $3,892+59.0% | $4,869+27.1% |
| Participant deferral / active EE | $6,245 | $3,932+58.8% | $3,166+97.2% | $5,287+18.1% |
| Admin fee / account holder | $2,883 | $8,076-64.3% | $5,666-49.1% | $10,133-71.5% |