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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 | $77,653 | $135,956-42.9% | $123,894-37.3% | $273,972-71.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.03% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,107 | $5,170-59.3% | $4,617-54.4% | $4,869-56.7% |
| Participant deferral / active EE | $3,994 | $6,343-37.0% | $5,984-33.3% | $5,287-24.5% |
| Admin fee / account holder | $485 | $9,817-95.1% | $8,357-94.2% | $10,133-95.2% |