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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 | $41,453 | $135,956-69.5% | $123,894-66.5% | $273,972-84.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,487 | $5,170-51.9% | $4,617-46.1% | $4,869-48.9% |
| Participant deferral / active EE | $4,050 | $6,343-36.2% | $5,984-32.3% | $5,287-23.4% |
| Admin fee / account holder | $2,779 | $9,817-71.7% | $8,357-66.7% | $10,133-72.6% |