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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 | $59,519 | $181,896-67.3% | $156,551-62.0% | $273,972-78.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.83% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,208 | $6,248+15.4% | $5,501+31.0% | $4,869+48.0% |
| Participant deferral / active EE | $3,774 | $5,550-32.0% | $4,871-22.5% | $5,287-28.6% |
| Admin fee / account holder | $1,633 | $15,560-89.5% | $13,028-87.5% | $10,133-83.9% |