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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 | $118,365 | $215,361-45.0% | $171,082-30.8% | $273,972-56.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 4.64% | 25.14%-20.5pp | 32.56%-27.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $820 | $4,967-83.5% | $4,002-79.5% | $4,869-83.2% |
| Participant deferral / active EE | $2,007 | $5,543-63.8% | $4,797-58.2% | $5,287-62.0% |
| Admin fee / account holder | $7,239 | $10,846-33.3% | $8,520-15.0% | $10,133-28.6% |