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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 | $65,221 | $153,769-57.6% | $133,975-51.3% | $273,972-76.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 4.57% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,809 | $6,029-36.8% | $5,211-26.9% | $4,869-21.8% |
| Participant deferral / active EE | $4,780 | $6,958-31.3% | $6,282-23.9% | $5,287-9.6% |
| Admin fee / account holder | $12,330 | $11,765+4.8% | $9,324+32.2% | $10,133+21.7% |