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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 | $69,154 | $86,938-20.5% | $102,423-32.5% | $80,925-14.5% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 11.13% | 18.89%-7.8pp | 29.42%-18.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $5,794 | $2,369+144.6% | $3,023+91.7% | $2,756+110.2% |
| Participant deferral / active EE | $2,401 | $4,120-41.7% | $5,054-52.5% | $4,299-44.1% |
| Admin fee / account holder | $6,020 | $8,053-25.2% | $9,455-36.3% | $6,940-13.3% |