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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 | $75,786 | $181,896-58.3% | $156,551-51.6% | $273,972-72.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.57% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,472 | $6,248-60.4% | $5,501-55.1% | $4,869-49.2% |
| Participant deferral / active EE | $7,301 | $5,550+31.6% | $4,871+49.9% | $5,287+38.1% |
| Admin fee / account holder | $4,706 | $15,560-69.8% | $13,028-63.9% | $10,133-53.6% |