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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 | $69,611 | $181,896-61.7% | $156,551-55.5% | $273,972-74.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 7.05% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,267 | $6,248-47.7% | $5,501-40.6% | $4,869-32.9% |
| Participant deferral / active EE | $6,930 | $5,550+24.9% | $4,871+42.3% | $5,287+31.1% |
| Admin fee / account holder | $8,448 | $15,560-45.7% | $13,028-35.2% | $10,133-16.6% |