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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 | $119,541 | $181,896-34.3% | $156,551-23.6% | $273,972-56.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.59% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,470 | $6,248-60.5% | $5,501-55.1% | $4,869-49.3% |
| Participant deferral / active EE | $5,527 | $5,550-0.4% | $4,871+13.5% | $5,287+4.5% |
| Admin fee / account holder | $6,058 | $15,560-61.1% | $13,028-53.5% | $10,133-40.2% |