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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 | $89,732 | $181,896-50.7% | $156,551-42.7% | $273,972-67.2% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,367 | $6,248+1.9% | $5,501+15.7% | $4,869+30.8% |
| Participant deferral / active EE | $4,690 | $5,550-15.5% | $4,871-3.7% | $5,287-11.3% |
| Admin fee / account holder | $33,957 | $15,560+118.2% | $13,028+160.6% | $10,133+235.1% |