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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 | $94,225 | $135,956-30.7% | $123,894-23.9% | $273,972-65.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,374 | $5,170-54.1% | $4,617-48.6% | $4,869-51.2% |
| Participant deferral / active EE | $6,423 | $6,343+1.3% | $5,984+7.3% | $5,287+21.5% |
| Admin fee / account holder | $1,604 | $9,817-83.7% | $8,357-80.8% | $10,133-84.2% |