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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 | $47,983 | $107,666-55.4% | $102,184-53.0% | $154,746-69.0% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 20.89% | 29.33%-8.4pp | 31.58%-10.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,377 | $3,846-12.2% | $3,594-6.0% | $4,379-22.9% |
| Participant deferral / active EE | $6,793 | $8,719-22.1% | $8,309-18.2% | $6,730+0.9% |
| Admin fee / account holder | $6,931 | $12,943-46.5% | $11,609-40.3% | $14,365-51.8% |