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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 | $62,780 | $181,896-65.5% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 21.15% | 30.74%-9.6pp | 32.23%-11.1pp | 41.46%-20.3pp |
| Employer contribution / active EE | $3,851 | $6,248-38.4% | $5,501-30.0% | $4,869-20.9% |
| Participant deferral / active EE | $9,364 | $5,550+68.7% | $4,871+92.2% | $5,287+77.1% |
| Admin fee / account holder | $2,944 | $15,560-81.1% | $13,028-77.4% | $10,133-70.9% |