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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 | $111,444 | $181,896-38.7% | $156,551-28.8% | $273,972-59.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 4.88% | 30.74%-25.9pp | 32.23%-27.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,512 | $6,248-11.8% | $5,501+0.2% | $4,869+13.2% |
| Participant deferral / active EE | $5,416 | $5,550-2.4% | $4,871+11.2% | $5,287+2.4% |
| Admin fee / account holder | $1,251 | $15,560-92.0% | $13,028-90.4% | $10,133-87.7% |