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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 | $137,714 | $181,896-24.3% | $156,551-12.0% | $273,972-49.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 9.75% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,603 | $6,248-42.3% | $5,501-34.5% | $4,869-26.0% |
| Participant deferral / active EE | $5,839 | $5,550+5.2% | $4,871+19.9% | $5,287+10.4% |
| Admin fee / account holder | $710 | $15,560-95.4% | $13,028-94.5% | $10,133-93.0% |