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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 | $116,907 | $181,896-35.7% | $156,551-25.3% | $273,972-57.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 4.13% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $7,502 | $6,248+20.1% | $5,501+36.4% | $4,869+54.1% |
| Participant deferral / active EE | $11,271 | $5,550+103.1% | $4,871+131.4% | $5,287+113.2% |
| Admin fee / account holder | $14,814 | $15,560-4.8% | $13,028+13.7% | $10,133+46.2% |