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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 | $63,294 | $199,109-68.2% | $173,730-63.6% | $154,746-59.1% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.6%-1.0pp | 80.7%-2.1pp |
| Annual return | 14.61% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,456 | $5,311-34.9% | $4,577-24.5% | $4,379-21.1% |
| Participant deferral / active EE | $7,518 | $7,113+5.7% | $6,326+18.8% | $6,730+11.7% |
| Admin fee / account holder | $4,310 | $20,916-79.4% | $17,523-75.4% | $14,365-70.0% |