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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 | $72,934 | $97,550-25.2% | $120,344-39.4% | $87,485-16.6% |
| Participation rate | 93.2% | 72.8%+20.3pp | 76.7%+16.4pp | 68.9%+24.2pp |
| Annual return | 14.07% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $5,017 | $2,291+119.0% | $3,020+66.1% | $2,596+93.3% |
| Participant deferral / active EE | $5,001 | $4,230+18.2% | $5,135-2.6% | $4,274+17.0% |
| Admin fee / account holder | $19,841 | $9,543+107.9% | $12,742+55.7% | $7,775+155.2% |