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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 | $77,706 | $181,896-57.3% | $156,551-50.4% | $273,972-71.6% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 10.04% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,110 | $6,248-50.2% | $5,501-43.5% | $4,869-36.1% |
| Participant deferral / active EE | $7,609 | $5,550+37.1% | $4,871+56.2% | $5,287+43.9% |
| Admin fee / account holder | $2,330 | $15,560-85.0% | $13,028-82.1% | $10,133-77.0% |