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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 | $63,163 | $106,749-40.8% | $145,433-56.6% | $82,448-23.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 18.48% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,704 | $3,444-21.5% | $4,554-40.6% | $2,551+6.0% |
| Participant deferral / active EE | $6,080 | $6,519-6.7% | $7,897-23.0% | $4,139+46.9% |
| Admin fee / account holder | $8,491 | $8,390+1.2% | $13,129-35.3% | $7,234+17.4% |