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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 | $117,285 | $181,896-35.5% | $156,551-25.1% | $273,972-57.2% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 8.16% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,491 | $6,248-60.1% | $5,501-54.7% | $4,869-48.8% |
| Participant deferral / active EE | $4,733 | $5,550-14.7% | $4,871-2.8% | $5,287-10.5% |
| Admin fee / account holder | $2,530 | $15,560-83.7% | $13,028-80.6% | $10,133-75.0% |