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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 | $78,337 | $215,361-63.6% | $171,082-54.2% | $273,972-71.4% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 8.37% | 25.14%-16.8pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,138 | $4,967-16.7% | $4,002+3.4% | $4,869-15.0% |
| Participant deferral / active EE | $9,562 | $5,543+72.5% | $4,797+99.3% | $5,287+80.9% |
| Admin fee / account holder | $13,563 | $10,846+25.0% | $8,520+59.2% | $10,133+33.9% |