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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 | $129,383 | $181,896-28.9% | $156,551-17.4% | $273,972-52.8% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 14.83% | 30.74%-15.9pp | 32.23%-17.4pp | 41.46%-26.6pp |
| Employer contribution / active EE | $5,084 | $6,248-18.6% | $5,501-7.6% | $4,869+4.4% |
| Participant deferral / active EE | $6,270 | $5,550+13.0% | $4,871+28.7% | $5,287+18.6% |
| Admin fee / account holder | $12,118 | $15,560-22.1% | $13,028-7.0% | $10,133+19.6% |