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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 | $45,897 | $135,956-66.2% | $123,894-63.0% | $273,972-83.2% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 9.23% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,051 | $6,343-4.6% | $5,984+1.1% | $5,287+14.4% |
| Admin fee / account holder | $1,167 | $9,817-88.1% | $8,357-86.0% | $10,133-88.5% |