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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 | $58,726 | $76,551-23.3% | $123,894-52.6% | $62,881-6.6% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%0pp | 69.3%+12.1pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,584 | $2,882-45.0% | $4,617-65.7% | $2,281-30.5% |
| Participant deferral / active EE | $5,287 | $4,840+9.2% | $5,984-11.6% | $3,203+65.1% |
| Admin fee / account holder | $4,172 | $4,826-13.5% | $8,357-50.1% | $4,296-2.9% |