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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 | $71,105 | $88,707-19.8% | $74,184-4.1% | $273,972-74.0% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 6.79% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,629 | $3,159-16.8% | $2,370+10.9% | $4,869-46.0% |
| Participant deferral / active EE | $6,189 | $4,212+47.0% | $3,550+74.4% | $5,287+17.1% |
| Admin fee / account holder | $8,223 | $8,717-5.7% | $5,586+47.2% | $10,133-18.8% |