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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 | $56,885 | $181,896-68.7% | $156,551-63.7% | $273,972-79.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.71% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,173 | $6,248-17.2% | $5,501-6.0% | $4,869+6.2% |
| Participant deferral / active EE | $4,574 | $5,550-17.6% | $4,871-6.1% | $5,287-13.5% |
| Admin fee / account holder | $5,733 | $15,560-63.2% | $13,028-56.0% | $10,133-43.4% |