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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 | $84,859 | $181,896-53.3% | $156,551-45.8% | $273,972-69.0% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 7.39% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,920 | $6,248-53.3% | $5,501-46.9% | $4,869-40.0% |
| Participant deferral / active EE | $3,847 | $5,550-30.7% | $4,871-21.0% | $5,287-27.2% |
| Admin fee / account holder | $927 | $15,560-94.0% | $13,028-92.9% | $10,133-90.9% |