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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 | $70,481 | $93,598-24.7% | $135,974-48.2% | $75,173-6.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 25.04% | 30.89%-5.8pp | 68.30%-43.3pp | 160.72%-135.7pp |
| Employer contribution / active EE | $1,952 | $3,538-44.8% | $4,859-59.8% | $2,671-26.9% |
| Participant deferral / active EE | $7,127 | $6,405+11.3% | $7,760-8.2% | $4,126+72.7% |
| Admin fee / account holder | $5,050 | $6,978-27.6% | $10,767-53.1% | $5,651-10.6% |