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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 | $101,422 | $215,361-52.9% | $171,082-40.7% | $273,972-63.0% |
| Participation rate | 95.0% | 82.0%+13.0pp | 76.7%+18.3pp | 83.0%+12.0pp |
| Annual return | 7.75% | 25.14%-17.4pp | 32.56%-24.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,073 | $4,967-58.3% | $4,002-48.2% | $4,869-57.4% |
| Participant deferral / active EE | $6,270 | $5,543+13.1% | $4,797+30.7% | $5,287+18.6% |
| Admin fee / account holder | $4,787 | $10,846-55.9% | $8,520-43.8% | $10,133-52.8% |