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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 | $189,165 | $181,896+4.0% | $156,551+20.8% | $273,972-31.0% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 6.31% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,830 | $6,248-70.7% | $5,501-66.7% | $4,869-62.4% |
| Participant deferral / active EE | $3,059 | $5,550-44.9% | $4,871-37.2% | $5,287-42.1% |
| Admin fee / account holder | $6,739 | $15,560-56.7% | $13,028-48.3% | $10,133-33.5% |