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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 | $130,291 | $135,956-4.2% | $123,894+5.2% | $273,972-52.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.53% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,159 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $3,259 | $6,343-48.6% | $5,984-45.5% | $5,287-38.4% |
| Admin fee / account holder | $3,446 | $9,817-64.9% | $8,357-58.8% | $10,133-66.0% |