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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 | $63,425 | $155,555-59.2% | $146,866-56.8% | $155,188-59.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 11.17% | 115.41%-104.2pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $2,346 | $4,647-49.5% | $4,425-47.0% | $4,248-44.8% |
| Participant deferral / active EE | $6,543 | $8,044-18.7% | $7,759-15.7% | $6,531+0.2% |
| Admin fee / account holder | $3,238 | $14,755-78.1% | $13,620-76.2% | $14,480-77.6% |