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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 | $40,122 | $136,307-70.6% | $106,619-62.4% | $273,972-85.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 78.0%+12.9pp | 83.0%+7.9pp |
| Annual return | 6.73% | 11.05%-4.3pp | 9.42%-2.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,581 | $5,190-69.5% | $3,947-59.9% | $4,869-67.5% |
| Participant deferral / active EE | $3,831 | $4,969-22.9% | $3,930-2.5% | $5,287-27.5% |
| Admin fee / account holder | $5,706 | $8,625-33.8% | $6,418-11.1% | $10,133-43.7% |