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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 | $71,424 | $135,956-47.5% | $123,894-42.4% | $273,972-73.9% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 4.22% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,737 | $5,170-66.4% | $4,617-62.4% | $4,869-64.3% |
| Participant deferral / active EE | $5,102 | $6,343-19.6% | $5,984-14.7% | $5,287-3.5% |
| Admin fee / account holder | $4,414 | $9,817-55.0% | $8,357-47.2% | $10,133-56.4% |