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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 | $39,647 | $69,977-43.3% | $108,582-63.5% | $62,881-36.9% |
| Participation rate | 71.8% | 72.9%-1.1pp | 79.6%-7.8pp | 69.3%+2.5pp |
| Annual return | 11.36% | 10.73%+0.6pp | -51.70%+63.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,962 | $2,135-8.1% | $3,758-47.8% | $2,281-14.0% |
| Participant deferral / active EE | $4,391 | $3,165+38.7% | $4,311+1.9% | $3,203+37.1% |
| Admin fee / account holder | $5,355 | $5,076+5.5% | $7,645-30.0% | $4,296+24.7% |