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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 | $79,949 | $87,132-8.2% | $105,624-24.3% | $80,959-1.2% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.7%+24.0pp |
| Annual return | 13.10% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,924 | $2,397-19.7% | $3,168-39.3% | $2,757-30.2% |
| Participant deferral / active EE | $7,388 | $3,985+85.4% | $5,013+47.4% | $4,300+71.8% |
| Admin fee / account holder | $9,633 | $8,449+14.0% | $10,961-12.1% | $6,925+39.1% |