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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 | $81,701 | $136,307-40.1% | $106,619-23.4% | $273,972-70.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 78.0%+13.7pp | 83.0%+8.7pp |
| Annual return | 7.17% | 11.05%-3.9pp | 9.42%-2.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,204 | $5,190-38.3% | $3,947-18.8% | $4,869-34.2% |
| Participant deferral / active EE | $5,078 | $4,969+2.2% | $3,930+29.2% | $5,287-4.0% |
| Admin fee / account holder | $7,064 | $8,625-18.1% | $6,418+10.1% | $10,133-30.3% |