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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 | $120,151 | $181,896-33.9% | $156,551-23.3% | $273,972-56.1% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 12.38% | 30.74%-18.4pp | 32.23%-19.8pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,369 | $6,248-78.1% | $5,501-75.1% | $4,869-71.9% |
| Participant deferral / active EE | $4,501 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $3,454 | $15,560-77.8% | $13,028-73.5% | $10,133-65.9% |