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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 | $66,447 | $99,345-33.1% | $84,753-21.6% | $273,972-75.7% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 5.97% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,767 | $4,214+36.9% | $3,574+61.4% | $4,869+18.5% |
| Participant deferral / active EE | $6,793 | $4,270+59.1% | $3,712+83.0% | $5,287+28.5% |
| Admin fee / account holder | $4,977 | $6,645-25.1% | $5,333-6.7% | $10,133-50.9% |