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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 | $142,607 | $181,896-21.6% | $156,551-8.9% | $273,972-47.9% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 9.25% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,178 | $6,248+14.9% | $5,501+30.5% | $4,869+47.4% |
| Participant deferral / active EE | $2,973 | $5,550-46.4% | $4,871-39.0% | $5,287-43.8% |
| Admin fee / account holder | $1,601 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |