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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 | $125,807 | $181,896-30.8% | $156,551-19.6% | $273,972-54.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.50% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,941 | $6,248-52.9% | $5,501-46.5% | $4,869-39.6% |
| Participant deferral / active EE | $5,656 | $5,550+1.9% | $4,871+16.1% | $5,287+7.0% |
| Admin fee / account holder | $3,666 | $15,560-76.4% | $13,028-71.9% | $10,133-63.8% |