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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 | $93,629 | $181,896-48.5% | $156,551-40.2% | $273,972-65.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 10.91% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,472 | $6,248-76.4% | $5,501-73.3% | $4,869-69.8% |
| Participant deferral / active EE | $6,378 | $5,550+14.9% | $4,871+30.9% | $5,287+20.6% |
| Admin fee / account holder | $961 | $15,560-93.8% | $13,028-92.6% | $10,133-90.5% |