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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 | $115,199 | $135,956-15.3% | $123,894-7.0% | $273,972-58.0% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 7.42% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,473 | $5,170-52.2% | $4,617-46.4% | $4,869-49.2% |
| Participant deferral / active EE | $6,421 | $6,343+1.2% | $5,984+7.3% | $5,287+21.4% |
| Admin fee / account holder | $1,929 | $9,817-80.3% | $8,357-76.9% | $10,133-81.0% |