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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 | $70,035 | $135,956-48.5% | $123,894-43.5% | $273,972-74.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,241 | $5,170-37.3% | $4,617-29.8% | $4,869-33.4% |
| Participant deferral / active EE | $4,843 | $6,343-23.6% | $5,984-19.1% | $5,287-8.4% |
| Admin fee / account holder | $7,712 | $9,817-21.4% | $8,357-7.7% | $10,133-23.9% |