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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 | $85,336 | $109,620-22.2% | $148,496-42.5% | $94,015-9.2% |
| Participation rate | 93.0% | 71.3%+21.8pp | 76.0%+17.0pp | 70.8%+22.2pp |
| Annual return | 14.62% | 17.54%-2.9pp | 12.33%+2.3pp | 17.84%-3.2pp |
| Employer contribution / active EE | $5,508 | $2,618+110.4% | $3,497+57.5% | $2,790+97.4% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,635 | $10,050-43.9% | $19,547-71.2% | $8,951-37.1% |