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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 | $61,242 | $135,956-55.0% | $123,894-50.6% | $273,972-77.6% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,340 | $5,170-54.7% | $4,617-49.3% | $4,869-51.9% |
| Participant deferral / active EE | $5,603 | $6,343-11.7% | $5,984-6.4% | $5,287+6.0% |
| Admin fee / account holder | $1,992 | $9,817-79.7% | $8,357-76.2% | $10,133-80.3% |