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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 | $100,367 | $181,896-44.8% | $156,551-35.9% | $273,972-63.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.31% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,143 | $6,248-1.7% | $5,501+11.7% | $4,869+26.2% |
| Participant deferral / active EE | $5,226 | $5,550-5.8% | $4,871+7.3% | $5,287-1.2% |
| Admin fee / account holder | $893 | $15,560-94.3% | $13,028-93.1% | $10,133-91.2% |