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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 | $138,234 | $181,896-24.0% | $156,551-11.7% | $273,972-49.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 3.62% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,374 | $6,248-46.0% | $5,501-38.7% | $4,869-30.7% |
| Participant deferral / active EE | $6,724 | $5,550+21.2% | $4,871+38.0% | $5,287+27.2% |
| Admin fee / account holder | $335 | $15,560-97.8% | $13,028-97.4% | $10,133-96.7% |