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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 | $88,932 | $181,896-51.1% | $156,551-43.2% | $273,972-67.5% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,557 | $6,248-59.1% | $5,501-53.5% | $4,869-47.5% |
| Participant deferral / active EE | $4,744 | $5,550-14.5% | $4,871-2.6% | $5,287-10.3% |
| Admin fee / account holder | $2,997 | $15,560-80.7% | $13,028-77.0% | $10,133-70.4% |