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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 | $66,265 | $213,785-69.0% | $185,441-64.3% | $155,188-57.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 9.81% | 19.97%-10.2pp | 20.16%-10.4pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,093 | $5,393-61.2% | $4,672-55.2% | $4,248-50.7% |
| Participant deferral / active EE | $3,603 | $6,864-47.5% | $6,152-41.4% | $6,531-44.8% |
| Admin fee / account holder | $6,907 | $21,134-67.3% | $17,890-61.4% | $14,480-52.3% |