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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 | $56,956 | $135,956-58.1% | $123,894-54.0% | $273,972-79.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.87% | 56.63%-51.8pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,024 | $5,170-60.9% | $4,617-56.2% | $4,869-58.4% |
| Participant deferral / active EE | $4,295 | $6,343-32.3% | $5,984-28.2% | $5,287-18.8% |
| Admin fee / account holder | $3,066 | $9,817-68.8% | $8,357-63.3% | $10,133-69.7% |