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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 | $136,638 | $181,896-24.9% | $156,551-12.7% | $273,972-50.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 10.40% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.1pp |
| Employer contribution / active EE | $5,580 | $6,248-10.7% | $5,501+1.4% | $4,869+14.6% |
| Participant deferral / active EE | $3,280 | $5,550-40.9% | $4,871-32.7% | $5,287-38.0% |
| Admin fee / account holder | $743 | $15,560-95.2% | $13,028-94.3% | $10,133-92.7% |