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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 | $70,813 | $78,520-9.8% | $96,576-26.7% | $82,448-14.1% |
| Participation rate | 87.9% | 77.7%+10.1pp | 81.4%+6.4pp | 68.1%+19.8pp |
| Annual return | 15.12% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,839 | $2,630+46.0% | $3,553+8.1% | $2,551+50.5% |
| Participant deferral / active EE | $7,060 | $6,754+4.5% | $7,956-11.3% | $4,139+70.6% |
| Admin fee / account holder | $11,460 | $13,455-14.8% | $11,381+0.7% | $7,234+58.4% |