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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 | $64,733 | $181,896-64.4% | $156,551-58.7% | $273,972-76.4% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | 8.95% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,426 | $6,248-45.2% | $5,501-37.7% | $4,869-29.6% |
| Participant deferral / active EE | $2,709 | $5,550-51.2% | $4,871-44.4% | $5,287-48.8% |
| Admin fee / account holder | $3,292 | $15,560-78.8% | $13,028-74.7% | $10,133-67.5% |