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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 | $88,036 | $153,769-42.7% | $133,975-34.3% | $273,972-67.9% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 10.12% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,085 | $6,029-48.8% | $5,211-40.8% | $4,869-36.6% |
| Participant deferral / active EE | $5,426 | $6,958-22.0% | $6,282-13.6% | $5,287+2.6% |
| Admin fee / account holder | $1,514 | $11,765-87.1% | $9,324-83.8% | $10,133-85.1% |