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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 | $58,105 | $124,314-53.3% | $109,163-46.8% | $167,518-65.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 17.19% | 26.04%-8.9pp | 25.75%-8.6pp | 478.71%-461.5pp |
| Employer contribution / active EE | $4,079 | $4,209-3.1% | $3,723+9.6% | $4,838-15.7% |
| Participant deferral / active EE | $7,452 | $5,256+41.8% | $4,654+60.1% | $6,342+17.5% |
| Admin fee / account holder | $1,150 | $7,973-85.6% | $6,754-83.0% | $12,312-90.7% |