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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 | $61,373 | $156,398-60.8% | $147,318-58.3% | $138,895-55.8% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 15.20% | 78.75%-63.6pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,414 | $4,853-9.1% | $4,593-3.9% | $4,194+5.2% |
| Participant deferral / active EE | $2,810 | $8,237-65.9% | $7,906-64.5% | $6,396-56.1% |
| Admin fee / account holder | $6,086 | $14,976-59.4% | $13,708-55.6% | $12,562-51.6% |