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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 | $97,289-44.3% | $92,805-41.6% | $155,188-65.1% |
| Participation rate | 81.8% | 84.2%-2.4pp | 83.5%-1.7pp | 80.8%+1.0pp |
| Annual return | 18.26% | 29.03%-10.8pp | 31.59%-13.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $6,828 | $3,632+88.0% | $3,424+99.4% | $4,248+60.7% |
| Participant deferral / active EE | $6,699 | $8,795-23.8% | $8,448-20.7% | $6,531+2.6% |
| Admin fee / account holder | $5,104 | $12,015-57.5% | $10,911-53.2% | $14,480-64.7% |