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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 | $70,591 | $135,956-48.1% | $123,894-43.0% | $273,972-74.2% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 8.12% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,369 | $5,170-34.8% | $4,617-27.0% | $4,869-30.8% |
| Participant deferral / active EE | $5,955 | $6,343-6.1% | $5,984-0.5% | $5,287+12.6% |
| Admin fee / account holder | $6,371 | $9,817-35.1% | $8,357-23.8% | $10,133-37.1% |