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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 | $72,561 | $95,404-23.9% | $113,397-36.0% | $82,637-12.2% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 19.74% | 19.08%+0.7pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,890 | $2,307+25.3% | $2,977-2.9% | $2,552+13.2% |
| Participant deferral / active EE | $6,666 | $4,220+58.0% | $5,076+31.3% | $4,126+61.6% |
| Admin fee / account holder | $9,095 | $9,168-0.8% | $11,957-23.9% | $7,339+23.9% |