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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 | $149,513 | $215,361-30.6% | $171,082-12.6% | $273,972-45.4% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 6.53% | 25.14%-18.6pp | 32.56%-26.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,868 | $4,967+38.3% | $4,002+71.6% | $4,869+41.1% |
| Participant deferral / active EE | $3,831 | $5,543-30.9% | $4,797-20.2% | $5,287-27.5% |
| Admin fee / account holder | $697 | $10,846-93.6% | $8,520-91.8% | $10,133-93.1% |