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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 | $63,205 | $124,425-49.2% | $112,040-43.6% | $137,256-54.0% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 20.72% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,544 | $3,411-25.4% | $2,954-13.9% | $4,156-38.8% |
| Participant deferral / active EE | $5,868 | $5,718+2.6% | $5,098+15.1% | $6,407-8.4% |
| Admin fee / account holder | $2,014 | $15,207-86.8% | $12,098-83.3% | $12,270-83.6% |