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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 | $93,507 | $64,920+44.0% | $103,693-9.8% | $86,983+7.5% |
| Participation rate | 84.1% | 63.6%+20.5pp | 72.6%+11.4pp | 69.5%+14.5pp |
| Annual return | 18.04% | 30.29%-12.3pp | 47.61%-29.6pp | 25.83%-7.8pp |
| Employer contribution / active EE | $2,911 | $2,141+35.9% | $2,920-0.3% | $2,584+12.6% |
| Participant deferral / active EE | $6,999 | $3,241+116.0% | $4,579+52.8% | $4,194+66.9% |
| Admin fee / account holder | $6,378 | $6,191+3.0% | $7,858-18.8% | $7,856-18.8% |