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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 | $70,801 | $153,311-53.8% | $109,313-35.2% | $273,972-74.2% |
| Participation rate | 77.3% | 80.1%-2.8pp | 71.3%+6.0pp | 83.0%-5.7pp |
| Annual return | 7.83% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,193 | $5,619-7.6% | $3,892+33.4% | $4,869+6.7% |
| Participant deferral / active EE | $5,169 | $3,932+31.5% | $3,166+63.2% | $5,287-2.2% |
| Admin fee / account holder | $10,015 | $8,076+24.0% | $5,666+76.7% | $10,133-1.2% |