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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 | $83,681 | $181,896-54.0% | $156,551-46.5% | $273,972-69.5% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,438 | $6,248-45.0% | $5,501-37.5% | $4,869-29.4% |
| Participant deferral / active EE | $3,214 | $5,550-42.1% | $4,871-34.0% | $5,287-39.2% |
| Admin fee / account holder | $1,708 | $15,560-89.0% | $13,028-86.9% | $10,133-83.1% |