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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 | $123,750 | $215,361-42.5% | $171,082-27.7% | $273,972-54.8% |
| Participation rate | 95.8% | 82.0%+13.8pp | 76.7%+19.1pp | 83.0%+12.8pp |
| Annual return | 16.30% | 25.14%-8.8pp | 32.56%-16.3pp | 41.46%-25.2pp |
| Employer contribution / active EE | $1,333 | $4,967-73.2% | $4,002-66.7% | $4,869-72.6% |
| Participant deferral / active EE | $7,373 | $5,543+33.0% | $4,797+53.7% | $5,287+39.4% |
| Admin fee / account holder | $7,096 | $10,846-34.6% | $8,520-16.7% | $10,133-30.0% |