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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 | $87,459 | $215,361-59.4% | $171,082-48.9% | $273,972-68.1% |
| Participation rate | 87.0% | 82.0%+4.9pp | 76.7%+10.3pp | 83.0%+3.9pp |
| Annual return | 7.69% | 25.14%-17.4pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,028 | $4,967-59.2% | $4,002-49.3% | $4,869-58.3% |
| Participant deferral / active EE | $5,958 | $5,543+7.5% | $4,797+24.2% | $5,287+12.7% |
| Admin fee / account holder | $7,392 | $10,846-31.8% | $8,520-13.2% | $10,133-27.0% |