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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 | $87,496 | $199,109-56.1% | $173,730-49.6% | $154,746-43.5% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.6%-2.3pp | 80.7%-3.4pp |
| Annual return | 13.83% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $6,109 | $5,311+15.0% | $4,577+33.5% | $4,379+39.5% |
| Participant deferral / active EE | $4,237 | $7,113-40.4% | $6,326-33.0% | $6,730-37.0% |
| Admin fee / account holder | $1,259 | $20,916-94.0% | $17,523-92.8% | $14,365-91.2% |