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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 | $75,164 | $181,896-58.7% | $156,551-52.0% | $273,972-72.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.42% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,693 | $6,248-72.9% | $5,501-69.2% | $4,869-65.2% |
| Participant deferral / active EE | $4,902 | $5,550-11.7% | $4,871+0.6% | $5,287-7.3% |
| Admin fee / account holder | $10,187 | $15,560-34.5% | $13,028-21.8% | $10,133+0.5% |