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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 | $69,389 | $96,558-28.1% | $80,977-14.3% | $273,972-74.7% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 5.39% | 15.14%-9.8pp | 17.11%-11.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,942 | $4,869-19.0% | $3,715+6.1% | $4,869-19.0% |
| Participant deferral / active EE | $8,261 | $6,598+25.2% | $5,696+45.0% | $5,287+56.2% |
| Admin fee / account holder | $29,863 | $7,493+298.5% | $5,517+441.3% | $10,133+194.7% |