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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 | $113,965 | $153,769-25.9% | $133,975-14.9% | $273,972-58.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.89% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,929 | $6,029-18.2% | $5,211-5.4% | $4,869+1.2% |
| Participant deferral / active EE | $14,225 | $6,958+104.4% | $6,282+126.5% | $5,287+169.0% |
| Admin fee / account holder | $6,096 | $11,765-48.2% | $9,324-34.6% | $10,133-39.8% |