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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 | $64,643 | $117,904-45.2% | $102,457-36.9% | $145,978-55.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.82% | 31.80%-21.0pp | 29.41%-18.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,618 | $3,613-27.5% | $3,022-13.4% | $4,662-43.8% |
| Participant deferral / active EE | $6,332 | $5,733+10.4% | $5,054+25.3% | $6,690-5.3% |
| Admin fee / account holder | $3,231 | $13,329-75.8% | $9,451-65.8% | $13,400-75.9% |