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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 | $82,310 | $117,846-30.2% | $102,434-19.6% | $145,884-43.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.08% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,596 | $3,615-0.5% | $3,023+18.9% | $4,662-22.9% |
| Participant deferral / active EE | $5,141 | $5,733-10.3% | $5,055+1.7% | $6,690-23.1% |
| Admin fee / account holder | $5,980 | $13,356-55.2% | $9,462-36.8% | $13,392-55.3% |