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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 | $121,236 | $153,769-21.2% | $133,975-9.5% | $273,972-55.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 13.15% | 36.51%-23.4pp | 29.29%-16.1pp | 41.46%-28.3pp |
| Employer contribution / active EE | $1,527 | $6,029-74.7% | $5,211-70.7% | $4,869-68.6% |
| Participant deferral / active EE | $13,036 | $6,958+87.3% | $6,282+107.5% | $5,287+146.6% |
| Admin fee / account holder | $5,759 | $11,765-51.1% | $9,324-38.2% | $10,133-43.2% |