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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 | $70,486 | $138,393-49.1% | $184,256-61.7% | $80,959-12.9% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 13.45% | 20.01%-6.6pp | 28.85%-15.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,281 | $4,847-32.3% | $6,427-48.9% | $2,757+19.0% |
| Participant deferral / active EE | $8,441 | $7,076+19.3% | $9,133-7.6% | $4,300+96.3% |
| Admin fee / account holder | $11,552 | $10,489+10.1% | $13,899-16.9% | $6,925+66.8% |