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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 | $66,411 | $181,896-63.5% | $156,551-57.6% | $273,972-75.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.98% | 30.74%-23.8pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,023 | $6,248-67.6% | $5,501-63.2% | $4,869-58.5% |
| Participant deferral / active EE | $5,449 | $5,550-1.8% | $4,871+11.9% | $5,287+3.1% |
| Admin fee / account holder | $791 | $15,560-94.9% | $13,028-93.9% | $10,133-92.2% |