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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 | $67,959 | $135,956-50.0% | $123,894-45.1% | $273,972-75.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 9.03% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,939 | $5,170-43.1% | $4,617-36.3% | $4,869-39.6% |
| Participant deferral / active EE | $6,418 | $6,343+1.2% | $5,984+7.2% | $5,287+21.4% |
| Admin fee / account holder | $2,722 | $9,817-72.3% | $8,357-67.4% | $10,133-73.1% |