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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 | $84,259 | $105,856-20.4% | $90,161-6.5% | $147,586-42.9% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 17.44% | 37.63%-20.2pp | 34.89%-17.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,097 | $4,126-0.7% | $3,318+23.5% | $4,876-16.0% |
| Participant deferral / active EE | $7,660 | $5,733+33.6% | $5,287+44.9% | $5,439+40.8% |
| Admin fee / account holder | $4,776 | $8,046-40.6% | $5,943-19.6% | $10,886-56.1% |