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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 | $57,456 | $99,345-42.2% | $84,753-32.2% | $273,972-79.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.20% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,784 | $4,214+61.0% | $3,574+89.8% | $4,869+39.3% |
| Participant deferral / active EE | $6,537 | $4,270+53.1% | $3,712+76.1% | $5,287+23.6% |
| Admin fee / account holder | $4,609 | $6,645-30.6% | $5,333-13.6% | $10,133-54.5% |