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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 | $69,043 | $107,666-35.9% | $102,184-32.4% | $154,746-55.4% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 17.51% | 29.33%-11.8pp | 31.58%-14.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,969 | $3,846+29.2% | $3,594+38.3% | $4,379+13.5% |
| Participant deferral / active EE | $8,081 | $8,719-7.3% | $8,309-2.7% | $6,730+20.1% |
| Admin fee / account holder | $578 | $12,943-95.5% | $11,609-95.0% | $14,365-96.0% |