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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 | $76,008 | $123,478-38.4% | $216,567-64.9% | $94,015-19.2% |
| Participation rate | 83.8% | 75.1%+8.7pp | 81.6%+2.1pp | 70.8%+13.0pp |
| Annual return | 20.35% | 23.61%-3.3pp | 12.94%+7.4pp | 17.84%+2.5pp |
| Employer contribution / active EE | $2,405 | $3,136-23.3% | $5,216-53.9% | $2,790-13.8% |
| Participant deferral / active EE | $5,371 | $4,556+17.9% | $6,191-13.2% | $4,249+26.4% |
| Admin fee / account holder | $6,563 | $12,753-48.5% | $21,981-70.1% | $8,951-26.7% |