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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 | $74,325 | $135,956-45.3% | $123,894-40.0% | $273,972-72.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 4.21% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $4,658 | $5,170-9.9% | $4,617+0.9% | $4,869-4.3% |
| Participant deferral / active EE | $9,456 | $6,343+49.1% | $5,984+58.0% | $5,287+78.9% |
| Admin fee / account holder | $15,396 | $9,817+56.8% | $8,357+84.2% | $10,133+51.9% |