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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 | $75,976 | $106,524-28.7% | $152,301-50.1% | $87,485-13.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.4%+11.4pp | 68.9%+24.9pp |
| Annual return | 17.79% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,730 | $3,371-19.0% | $4,624-41.0% | $2,596+5.2% |
| Participant deferral / active EE | $7,966 | $6,525+22.1% | $8,004-0.5% | $4,274+86.4% |
| Admin fee / account holder | $6,926 | $8,287-16.4% | $14,398-51.9% | $7,775-10.9% |