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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 | $59,732 | $93,071-35.8% | $74,583-19.9% | $273,965-78.2% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | 13.49% | 26.18%-12.7pp | 20.47%-7.0pp | 41.45%-28.0pp |
| Employer contribution / active EE | $5,010 | $3,160+58.6% | $2,525+98.4% | $4,869+2.9% |
| Participant deferral / active EE | $7,775 | $4,160+86.9% | $3,458+124.8% | $5,287+47.1% |
| Admin fee / account holder | $4,372 | $5,272-17.1% | $4,138+5.7% | $10,132-56.9% |