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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 | $144,424 | $215,361-32.9% | $171,082-15.6% | $273,972-47.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 25.92% | 25.14%+0.8pp | 32.56%-6.6pp | 41.46%-15.5pp |
| Employer contribution / active EE | $13,102 | $4,967+163.8% | $4,002+227.4% | $4,869+169.1% |
| Participant deferral / active EE | $5,321 | $5,543-4.0% | $4,797+10.9% | $5,287+0.6% |
| Admin fee / account holder | $700 | $10,846-93.5% | $8,520-91.8% | $10,133-93.1% |