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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 | $103,349 | $153,769-32.8% | $133,975-22.9% | $273,972-62.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 35.73% | 36.51%-0.8pp | 29.29%+6.4pp | 41.46%-5.7pp |
| Employer contribution / active EE | $8,148 | $6,029+35.1% | $5,211+56.4% | $4,869+67.3% |
| Participant deferral / active EE | $11,738 | $6,958+68.7% | $6,282+86.9% | $5,287+122.0% |
| Admin fee / account holder | $7,475 | $11,765-36.5% | $9,324-19.8% | $10,133-26.2% |