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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 | $106,887 | $181,896-41.2% | $156,551-31.7% | $273,972-61.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 9.10% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,973 | $6,248-36.4% | $5,501-27.8% | $4,869-18.4% |
| Participant deferral / active EE | $7,153 | $5,550+28.9% | $4,871+46.9% | $5,287+35.3% |
| Admin fee / account holder | $9,369 | $15,560-39.8% | $13,028-28.1% | $10,133-7.5% |