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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 | $149,463 | $153,769-2.8% | $133,975+11.6% | $273,972-45.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,293 | $6,029-62.0% | $5,211-56.0% | $4,869-52.9% |
| Participant deferral / active EE | $3,078 | $6,958-55.8% | $6,282-51.0% | $5,287-41.8% |
| Admin fee / account holder | $580 | $11,765-95.1% | $9,324-93.8% | $10,133-94.3% |