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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 | $71,530 | $132,310-45.9% | $105,754-32.4% | $273,972-73.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 78.9%+11.1pp | 83.0%+7.0pp |
| Annual return | 3.81% | 10.08%-6.3pp | 12.25%-8.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,386 | $4,867-71.5% | $4,079-66.0% | $4,869-71.5% |
| Participant deferral / active EE | $6,927 | $6,233+11.1% | $5,326+30.1% | $5,287+31.0% |
| Admin fee / account holder | $5,750 | $12,036-52.2% | $8,309-30.8% | $10,133-43.3% |