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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 | $123,592 | $138,385-10.7% | $184,243-32.9% | $80,925+52.7% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 13.86% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,124 | $4,851-56.2% | $6,427-66.9% | $2,756-22.9% |
| Participant deferral / active EE | $5,260 | $7,075-25.7% | $9,132-42.4% | $4,299+22.4% |
| Admin fee / account holder | $4,512 | $10,489-57.0% | $13,914-67.6% | $6,940-35.0% |