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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 | $71,854 | $153,769-53.3% | $133,975-46.4% | $273,972-73.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.72% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,145 | $6,029+1.9% | $5,211+17.9% | $4,869+26.2% |
| Participant deferral / active EE | $5,884 | $6,958-15.4% | $6,282-6.3% | $5,287+11.3% |
| Admin fee / account holder | $29,370 | $11,765+149.6% | $9,324+215.0% | $10,133+189.9% |