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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 | $87,450 | $181,898-51.9% | $156,552-44.1% | $273,970-68.1% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,137 | $6,248-65.8% | $5,501-61.1% | $4,869-56.1% |
| Participant deferral / active EE | $4,400 | $5,550-20.7% | $4,871-9.7% | $5,287-16.8% |
| Admin fee / account holder | $446 | $15,560-97.1% | $13,028-96.6% | $10,132-95.6% |