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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 | $115,961 | $135,956-14.7% | $123,894-6.4% | $273,972-57.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,088 | $5,170-59.6% | $4,617-54.8% | $4,869-57.1% |
| Participant deferral / active EE | $3,732 | $6,343-41.2% | $5,984-37.6% | $5,287-29.4% |
| Admin fee / account holder | $1,078 | $9,817-89.0% | $8,357-87.1% | $10,133-89.4% |