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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 | $80,706 | $106,524-24.2% | $152,301-47.0% | $87,485-7.7% |
| Participation rate | 90.3% | 75.8%+14.6pp | 82.4%+7.9pp | 68.9%+21.4pp |
| Annual return | 15.52% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,043 | $3,371-9.7% | $4,624-34.2% | $2,596+17.2% |
| Participant deferral / active EE | $7,557 | $6,525+15.8% | $8,004-5.6% | $4,274+76.8% |
| Admin fee / account holder | $24,059 | $8,287+190.3% | $14,398+67.1% | $7,775+209.5% |