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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 | $46,771 | $181,896-74.3% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 8.09% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,064 | $6,248-67.0% | $5,501-62.5% | $4,869-57.6% |
| Participant deferral / active EE | $2,130 | $5,550-61.6% | $4,871-56.3% | $5,287-59.7% |
| Admin fee / account holder | $8,882 | $15,560-42.9% | $13,028-31.8% | $10,133-12.3% |