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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 | $61,069 | $135,956-55.1% | $123,894-50.7% | $273,972-77.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,322 | $6,343+15.4% | $5,984+22.4% | $5,287+38.5% |
| Admin fee / account holder | $1,054 | $9,817-89.3% | $8,357-87.4% | $10,133-89.6% |