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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 | $60,948 | $181,896-66.5% | $156,551-61.1% | $273,972-77.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,569 | $6,248-42.9% | $5,501-35.1% | $4,869-26.7% |
| Participant deferral / active EE | $4,189 | $5,550-24.5% | $4,871-14.0% | $5,287-20.8% |
| Admin fee / account holder | $1,117 | $15,560-92.8% | $13,028-91.4% | $10,133-89.0% |