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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 | $67,468 | $153,769-56.1% | $133,975-49.6% | $273,972-75.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 12.57% | 36.51%-23.9pp | 29.29%-16.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $9,268 | $6,029+53.7% | $5,211+77.9% | $4,869+90.4% |
| Participant deferral / active EE | $4,883 | $6,958-29.8% | $6,282-22.3% | $5,287-7.6% |
| Admin fee / account holder | $3,081 | $11,765-73.8% | $9,324-67.0% | $10,133-69.6% |