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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 | $68,544 | $76,551-10.5% | $123,894-44.7% | $62,881+9.0% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | 8.85% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,106 | $2,882-61.6% | $4,617-76.1% | $2,281-51.5% |
| Participant deferral / active EE | $4,946 | $4,840+2.2% | $5,984-17.3% | $3,203+54.4% |
| Admin fee / account holder | $7,307 | $4,826+51.4% | $8,357-12.6% | $4,296+70.1% |