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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 | $80,115 | $153,769-47.9% | $133,975-40.2% | $273,972-70.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.05% | 36.51%-30.5pp | 29.29%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,407 | $6,029-76.7% | $5,211-73.0% | $4,869-71.1% |
| Participant deferral / active EE | $6,990 | $6,958+0.5% | $6,282+11.3% | $5,287+32.2% |
| Admin fee / account holder | $3,152 | $11,765-73.2% | $9,324-66.2% | $10,133-68.9% |