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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 | $100,322 | $181,896-44.8% | $156,551-35.9% | $273,972-63.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.56% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,444 | $6,248-60.9% | $5,501-55.6% | $4,869-49.8% |
| Participant deferral / active EE | $3,708 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $1,594 | $15,560-89.8% | $13,028-87.8% | $10,133-84.3% |