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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 | $91,679 | $153,769-40.4% | $133,975-31.6% | $273,972-66.5% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.1%-8.1pp | 83.0%-4.1pp |
| Annual return | 11.88% | 36.51%-24.6pp | 29.29%-17.4pp | 41.46%-29.6pp |
| Employer contribution / active EE | $6,288 | $6,029+4.3% | $5,211+20.7% | $4,869+29.2% |
| Participant deferral / active EE | $5,680 | $6,958-18.4% | $6,282-9.6% | $5,287+7.4% |
| Admin fee / account holder | $1,358 | $11,765-88.5% | $9,324-85.4% | $10,133-86.6% |