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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 | $102,609-47.2% | $98,090-44.8% | $138,895-61.0% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 18.26% | 36.44%-18.2pp | 37.05%-18.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $6,828 | $3,867+76.5% | $3,606+89.3% | $4,194+62.8% |
| Participant deferral / active EE | $6,699 | $8,167-18.0% | $7,845-14.6% | $6,396+4.7% |
| Admin fee / account holder | $5,104 | $11,434-55.4% | $11,815-56.8% | $12,562-59.4% |