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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 | $54,311 | $110,212-50.7% | $96,534-43.7% | $139,466-61.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+0.9pp | 80.3%-3.4pp |
| Annual return | 24.37% | 26.42%-2.0pp | 25.88%-1.5pp | 373.66%-349.3pp |
| Employer contribution / active EE | $4,170 | $3,620+15.2% | $2,965+40.6% | $4,754-12.3% |
| Participant deferral / active EE | $6,031 | $5,547+8.7% | $4,851+24.3% | $6,712-10.1% |
| Admin fee / account holder | $2,722 | $11,599-76.5% | $8,253-67.0% | $11,409-76.1% |