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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 | $76,757 | $101,778-24.6% | $164,975-53.5% | $80,925-5.2% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.7%+13.5pp |
| Annual return | 27.88% | 16.73%+11.2pp | 70.12%-42.2pp | 35.65%-7.8pp |
| Employer contribution / active EE | $2,720 | $2,954-7.9% | $4,343-37.4% | $2,756-1.3% |
| Participant deferral / active EE | $6,189 | $4,477+38.2% | $6,033+2.6% | $4,299+44.0% |
| Admin fee / account holder | $12,952 | $8,221+57.5% | $12,688+2.1% | $6,940+86.6% |