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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 | $100,924 | $215,361-53.1% | $171,082-41.0% | $273,972-63.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 5.86% | 25.14%-19.3pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $4,078 | $4,967-17.9% | $4,002+1.9% | $4,869-16.2% |
| Participant deferral / active EE | $8,069 | $5,543+45.6% | $4,797+68.2% | $5,287+52.6% |
| Admin fee / account holder | $813 | $10,846-92.5% | $8,520-90.5% | $10,133-92.0% |