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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 | $74,881 | $181,896-58.8% | $156,551-52.2% | $273,972-72.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,899 | $6,248-5.6% | $5,501+7.2% | $4,869+21.2% |
| Participant deferral / active EE | $4,985 | $5,550-10.2% | $4,871+2.3% | $5,287-5.7% |
| Admin fee / account holder | $9,744 | $15,560-37.4% | $13,028-25.2% | $10,133-3.8% |