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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 | $71,567 | $93,064-23.1% | $74,577-4.0% | $273,972-73.9% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 9.97% | 26.18%-16.2pp | 20.47%-10.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,702 | $3,160-14.5% | $2,525+7.0% | $4,869-44.5% |
| Participant deferral / active EE | $5,710 | $4,160+37.2% | $3,458+65.1% | $5,287+8.0% |
| Admin fee / account holder | $5,701 | $5,273+8.1% | $4,138+37.8% | $10,133-43.7% |