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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 | $61,832 | $215,361-71.3% | $171,082-63.9% | $273,972-77.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 6.52% | 25.14%-18.6pp | 32.56%-26.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,191 | $4,967-76.0% | $4,002-70.2% | $4,869-75.5% |
| Participant deferral / active EE | $3,671 | $5,543-33.8% | $4,797-23.5% | $5,287-30.6% |
| Admin fee / account holder | $3,474 | $10,846-68.0% | $8,520-59.2% | $10,133-65.7% |