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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 | $51,554 | $90,486-43.0% | $78,676-34.5% | $273,972-81.2% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 7.52% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,274 | $3,175-28.4% | $2,850-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $4,566 | $3,901+17.0% | $3,517+29.8% | $5,287-13.6% |
| Admin fee / account holder | $8,192 | $5,263+55.6% | $4,510+81.6% | $10,133-19.2% |