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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 | $88,841 | $135,956-34.7% | $123,894-28.3% | $273,972-67.6% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 5.01% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,577 | $5,170-69.5% | $4,617-65.8% | $4,869-67.6% |
| Participant deferral / active EE | $4,066 | $6,343-35.9% | $5,984-32.0% | $5,287-23.1% |
| Admin fee / account holder | $5,251 | $9,817-46.5% | $8,357-37.2% | $10,133-48.2% |