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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 | $77,018 | $135,956-43.4% | $123,894-37.8% | $273,972-71.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,147 | $5,170-19.8% | $4,617-10.2% | $4,869-14.8% |
| Participant deferral / active EE | $6,271 | $6,343-1.1% | $5,984+4.8% | $5,287+18.6% |
| Admin fee / account holder | $4,725 | $9,817-51.9% | $8,357-43.5% | $10,133-53.4% |