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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 | $77,279 | $181,896-57.5% | $156,551-50.6% | $273,972-71.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,273 | $6,248-15.6% | $5,501-4.2% | $4,869+8.3% |
| Participant deferral / active EE | $11,283 | $5,550+103.3% | $4,871+131.6% | $5,287+113.4% |
| Admin fee / account holder | $12,399 | $15,560-20.3% | $13,028-4.8% | $10,133+22.4% |