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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 | $40,690 | $135,956-70.1% | $123,894-67.2% | $273,972-85.1% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,174 | $5,170-38.6% | $4,617-31.2% | $4,869-34.8% |
| Participant deferral / active EE | $7,617 | $6,343+20.1% | $5,984+27.3% | $5,287+44.1% |
| Admin fee / account holder | $1,402 | $9,817-85.7% | $8,357-83.2% | $10,133-86.2% |