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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 | $56,522 | $135,956-58.4% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,287 | $5,170+2.3% | $4,617+14.5% | $4,869+8.6% |
| Participant deferral / active EE | $8,155 | $6,343+28.6% | $5,984+36.3% | $5,287+54.2% |
| Admin fee / account holder | $2,247 | $9,817-77.1% | $8,357-73.1% | $10,133-77.8% |