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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 | $46,539 | $135,956-65.8% | $123,894-62.4% | $273,972-83.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.79% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $3,255 | $5,170-37.0% | $4,617-29.5% | $4,869-33.2% |
| Participant deferral / active EE | $5,522 | $6,343-12.9% | $5,984-7.7% | $5,287+4.4% |
| Admin fee / account holder | $390 | $9,817-96.0% | $8,357-95.3% | $10,133-96.2% |