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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 | $109,609 | $125,797-12.9% | $170,057-35.5% | $75,177+45.8% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.0%-10.1pp | 67.2%+9.7pp |
| Annual return | 18.94% | 27.20%-8.3pp | 53.42%-34.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $4,579 | $4,616-0.8% | $6,790-32.6% | $2,671+71.4% |
| Participant deferral / active EE | $6,807 | $6,838-0.5% | $10,411-34.6% | $4,126+65.0% |
| Admin fee / account holder | $1,725 | $8,177-78.9% | $12,826-86.6% | $5,651-69.5% |