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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 | $128,658 | $181,896-29.3% | $156,551-17.8% | $273,972-53.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.43% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,420 | $6,248-77.3% | $5,501-74.2% | $4,869-70.8% |
| Participant deferral / active EE | $2,665 | $5,550-52.0% | $4,871-45.3% | $5,287-49.6% |
| Admin fee / account holder | $4,711 | $15,560-69.7% | $13,028-63.8% | $10,133-53.5% |