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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 | $76,232 | $181,896-58.1% | $156,551-51.3% | $273,972-72.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.33% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $6,964 | $6,248+11.5% | $5,501+26.6% | $4,869+43.0% |
| Participant deferral / active EE | $3,560 | $5,550-35.9% | $4,871-26.9% | $5,287-32.7% |
| Admin fee / account holder | $7,726 | $15,560-50.3% | $13,028-40.7% | $10,133-23.8% |