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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 | $61,965 | $106,749-42.0% | $145,433-57.4% | $82,448-24.8% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,239 | $3,444-6.0% | $4,554-28.9% | $2,551+27.0% |
| Participant deferral / active EE | $7,072 | $6,519+8.5% | $7,897-10.4% | $4,139+70.9% |
| Admin fee / account holder | $8,591 | $8,390+2.4% | $13,129-34.6% | $7,234+18.8% |