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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 | $163,440 | $181,896-10.1% | $156,551+4.4% | $273,972-40.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 3.99% | 30.74%-26.8pp | 32.23%-28.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $5,500 | $6,248-12.0% | $5,5010% | $4,869+13.0% |
| Participant deferral / active EE | $4,301 | $5,550-22.5% | $4,871-11.7% | $5,287-18.7% |
| Admin fee / account holder | $1,976 | $15,560-87.3% | $13,028-84.8% | $10,133-80.5% |