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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 | $54,153 | $100,970-46.4% | $96,576-43.9% | $137,256-60.5% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 18.26% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,828 | $3,809+79.2% | $3,553+92.2% | $4,156+64.3% |
| Participant deferral / active EE | $6,699 | $8,286-19.2% | $7,956-15.8% | $6,407+4.6% |
| Admin fee / account holder | $5,104 | $11,312-54.9% | $11,381-55.2% | $12,270-58.4% |