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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 | $104,573 | $153,769-32.0% | $133,975-21.9% | $273,972-61.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 8.96% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,425 | $6,029-26.6% | $5,211-15.1% | $4,869-9.1% |
| Participant deferral / active EE | $10,546 | $6,958+51.6% | $6,282+67.9% | $5,287+99.5% |
| Admin fee / account holder | $7,863 | $11,765-33.2% | $9,324-15.7% | $10,133-22.4% |