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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 | $64,673 | $127,387-49.2% | $115,038-43.8% | $125,389-48.4% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | 1.73% | 31.28%-29.6pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $4,285 | $5,166-17.1% | $4,608-7.0% | $4,866-11.9% |
| Participant deferral / active EE | $2,827 | $6,423-56.0% | $6,026-53.1% | $5,352-47.2% |
| Admin fee / account holder | $1,020 | $9,516-89.3% | $8,175-87.5% | $9,541-89.3% |