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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 | $65,953 | $105,623-37.6% | $87,502-24.6% | $273,972-75.9% |
| Participation rate | 76.2% | 78.2%-2.0pp | 73.8%+2.4pp | 83.0%-6.8pp |
| Annual return | 9.76% | 12.26%-2.5pp | 12.21%-2.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,832 | $3,141+22.0% | $2,550+50.3% | $4,869-21.3% |
| Participant deferral / active EE | $7,026 | $3,601+95.1% | $3,149+123.2% | $5,287+32.9% |
| Admin fee / account holder | $4,373 | $4,781-8.5% | $4,221+3.6% | $10,133-56.8% |