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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 | $144,024 | $181,896-20.8% | $156,551-8.0% | $273,972-47.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 11.78% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $5,361 | $6,248-14.2% | $5,501-2.6% | $4,869+10.1% |
| Participant deferral / active EE | $7,520 | $5,550+35.5% | $4,871+54.4% | $5,287+42.2% |
| Admin fee / account holder | $8,942 | $15,560-42.5% | $13,028-31.4% | $10,133-11.8% |