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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 | $79,476 | $153,769-48.3% | $133,975-40.7% | $273,972-71.0% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 13.20% | 36.51%-23.3pp | 29.29%-16.1pp | 41.46%-28.3pp |
| Employer contribution / active EE | $5,441 | $6,029-9.8% | $5,211+4.4% | $4,869+11.7% |
| Participant deferral / active EE | $5,631 | $6,958-19.1% | $6,282-10.4% | $5,287+6.5% |
| Admin fee / account holder | $3,227 | $11,765-72.6% | $9,324-65.4% | $10,133-68.1% |