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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 | $83,243 | $181,896-54.2% | $156,551-46.8% | $273,972-69.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.28% | 30.74%-22.5pp | 32.23%-23.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,284 | $6,248-63.4% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $4,774 | $5,550-14.0% | $4,871-2.0% | $5,287-9.7% |
| Admin fee / account holder | $1,535 | $15,560-90.1% | $13,028-88.2% | $10,133-84.9% |