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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 | $146,624 | $181,896-19.4% | $156,551-6.3% | $273,972-46.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 5.37% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,595 | $6,248-42.5% | $5,501-34.6% | $4,869-26.2% |
| Participant deferral / active EE | $4,489 | $5,550-19.1% | $4,871-7.8% | $5,287-15.1% |
| Admin fee / account holder | $2,516 | $15,560-83.8% | $13,028-80.7% | $10,133-75.2% |