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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 | $60,439 | $181,896-66.8% | $156,551-61.4% | $273,972-77.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.60% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,230 | $6,248-64.3% | $5,501-59.5% | $4,869-54.2% |
| Participant deferral / active EE | $4,204 | $5,550-24.3% | $4,871-13.7% | $5,287-20.5% |
| Admin fee / account holder | $39,844 | $15,560+156.1% | $13,028+205.8% | $10,133+293.2% |