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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 | $79,175 | $99,345-20.3% | $84,753-6.6% | $273,972-71.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.77% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,829 | $4,214-32.9% | $3,574-20.9% | $4,869-41.9% |
| Participant deferral / active EE | $4,851 | $4,270+13.6% | $3,712+30.7% | $5,287-8.3% |
| Admin fee / account holder | $11,768 | $6,645+77.1% | $5,333+120.7% | $10,133+16.1% |