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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 | $99,317 | $71,215+39.5% | $93,696+6.0% | $80,935+22.7% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.7%+9.3pp |
| Annual return | 12.75% | 11.27%+1.5pp | 133.74%-121.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $977 | $1,565-37.6% | $2,422-59.7% | $2,757-64.6% |
| Participant deferral / active EE | $4,304 | $4,037+6.6% | $4,417-2.6% | $4,299+0.1% |
| Admin fee / account holder | $8,724 | $6,958+25.4% | $8,287+5.3% | $6,924+26.0% |