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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 | $67,672 | $101,618-33.4% | $93,063-27.3% | $137,256-50.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 13.15% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,598 | $2,707-4.0% | $2,476+4.9% | $4,156-37.5% |
| Participant deferral / active EE | $6,146 | $4,279+43.6% | $3,958+55.3% | $6,407-4.1% |
| Admin fee / account holder | $781 | $6,198-87.4% | $6,033-87.0% | $12,270-93.6% |