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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 | $81,449 | $111,301-26.8% | $112,977-27.9% | $158,966-48.8% |
| Participation rate | 76.9% | 83.5%-6.6pp | 82.6%-5.6pp | 82.0%-5.0pp |
| Annual return | 31.47% | 26.40%+5.1pp | 24.24%+7.2pp | 302.95%-271.5pp |
| Employer contribution / active EE | $5,964 | $4,471+33.4% | $4,255+40.2% | $4,762+25.2% |
| Participant deferral / active EE | $9,786 | $5,880+66.4% | $5,836+67.7% | $5,983+63.6% |
| Admin fee / account holder | $2,183 | $8,392-74.0% | $6,294-65.3% | $11,250-80.6% |