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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 | $47,104 | $135,956-65.4% | $123,894-62.0% | $273,972-82.8% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,587 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $6,613 | $6,343+4.3% | $5,984+10.5% | $5,287+25.1% |
| Admin fee / account holder | $568 | $9,817-94.2% | $8,357-93.2% | $10,133-94.4% |