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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 | $60,948 | $153,769-60.4% | $133,975-54.5% | $273,972-77.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 5.45% | 36.51%-31.1pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,542 | $6,029-57.8% | $5,211-51.2% | $4,869-47.8% |
| Participant deferral / active EE | $4,317 | $6,958-38.0% | $6,282-31.3% | $5,287-18.4% |
| Admin fee / account holder | $5,641 | $11,765-52.0% | $9,324-39.5% | $10,133-44.3% |