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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 | $121,774 | $135,956-10.4% | $123,894-1.7% | $273,972-55.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,431 | $5,170-33.6% | $4,617-25.7% | $4,869-29.5% |
| Participant deferral / active EE | $5,848 | $6,343-7.8% | $5,984-2.3% | $5,287+10.6% |
| Admin fee / account holder | $7,701 | $9,817-21.6% | $8,357-7.9% | $10,133-24.0% |