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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 | $40,268 | $135,956-70.4% | $123,894-67.5% | $273,972-85.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.74% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,953 | $5,170-42.9% | $4,617-36.0% | $4,869-39.3% |
| Participant deferral / active EE | $7,277 | $6,343+14.7% | $5,984+21.6% | $5,287+37.6% |
| Admin fee / account holder | $4,167 | $9,817-57.6% | $8,357-50.1% | $10,133-58.9% |