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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 | $88,711 | $135,956-34.7% | $123,894-28.4% | $273,972-67.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 4.92% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,539 | $5,170-50.9% | $4,617-45.0% | $4,869-47.9% |
| Participant deferral / active EE | $7,373 | $6,343+16.2% | $5,984+23.2% | $5,287+39.4% |
| Admin fee / account holder | $13,028 | $9,817+32.7% | $8,357+55.9% | $10,133+28.6% |