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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 | $57,160 | $135,956-58.0% | $123,894-53.9% | $273,972-79.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 22.13% | 56.63%-34.5pp | 47.52%-25.4pp | 41.46%-19.3pp |
| Employer contribution / active EE | $4,861 | $5,170-6.0% | $4,617+5.3% | $4,869-0.2% |
| Participant deferral / active EE | $9,560 | $6,343+50.7% | $5,984+59.8% | $5,287+80.8% |
| Admin fee / account holder | $7,087 | $9,817-27.8% | $8,357-15.2% | $10,133-30.1% |