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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 | $27,240 | $99,345-72.6% | $84,753-67.9% | $273,972-90.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 6.60% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,368 | $4,214-20.1% | $3,574-5.8% | $4,869-30.8% |
| Participant deferral / active EE | $5,341 | $4,270+25.1% | $3,712+43.9% | $5,287+1.0% |
| Admin fee / account holder | $10,469 | $6,645+57.5% | $5,333+96.3% | $10,133+3.3% |