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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 | $90,879 | $123,478-26.4% | $216,567-58.0% | $94,015-3.3% |
| Participation rate | 93.2% | 75.1%+18.1pp | 81.6%+11.6pp | 70.8%+22.4pp |
| Annual return | 16.91% | 23.61%-6.7pp | 12.94%+4.0pp | 17.84%-0.9pp |
| Employer contribution / active EE | $891 | $3,136-71.6% | $5,216-82.9% | $2,790-68.0% |
| Participant deferral / active EE | $5,809 | $4,556+27.5% | $6,191-6.2% | $4,249+36.7% |
| Admin fee / account holder | $2,347 | $12,753-81.6% | $21,981-89.3% | $8,951-73.8% |