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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 | $64,050 | $106,524-39.9% | $152,301-57.9% | $87,485-26.8% |
| Participation rate | 71.8% | 75.8%-3.9pp | 82.4%-10.6pp | 68.9%+2.9pp |
| Annual return | 19.00% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.1pp |
| Employer contribution / active EE | $3,107 | $3,371-7.8% | $4,624-32.8% | $2,596+19.7% |
| Participant deferral / active EE | $5,448 | $6,525-16.5% | $8,004-31.9% | $4,274+27.5% |
| Admin fee / account holder | $4,855 | $8,287-41.4% | $14,398-66.3% | $7,775-37.6% |