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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 | $65,415 | $215,361-69.6% | $171,082-61.8% | $273,972-76.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 2.31% | 25.14%-22.8pp | 32.56%-30.3pp | 41.46%-39.1pp |
| Employer contribution / active EE | $4,321 | $4,967-13.0% | $4,002+8.0% | $4,869-11.3% |
| Participant deferral / active EE | $6,255 | $5,543+12.8% | $4,797+30.4% | $5,287+18.3% |
| Admin fee / account holder | $433 | $10,846-96.0% | $8,520-94.9% | $10,133-95.7% |