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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 | $153,099 | $181,896-15.8% | $156,551-2.2% | $273,972-44.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,729 | $6,248+7.7% | $5,501+22.3% | $4,869+38.2% |
| Participant deferral / active EE | $9,243 | $5,550+66.5% | $4,871+89.7% | $5,287+74.8% |
| Admin fee / account holder | $4,503 | $15,560-71.1% | $13,028-65.4% | $10,133-55.6% |