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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 | $90,810 | $151,314-40.0% | $258,236-64.8% | $122,131-25.6% |
| Participation rate | 96.7% | 73.9%+22.8pp | 81.9%+14.8pp | 75.1%+21.6pp |
| Annual return | 21.48% | 15.82%+5.7pp | -3.31%+24.8pp | 16.17%+5.3pp |
| Employer contribution / active EE | $5,092 | $5,035+1.1% | $7,891-35.5% | $3,608+41.1% |
| Participant deferral / active EE | $5,303 | $4,073+30.2% | $5,237+1.3% | $3,892+36.3% |
| Admin fee / account holder | $3,316 | $10,152-67.3% | $14,475-77.1% | $11,586-71.4% |