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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 | $93,262 | $153,769-39.3% | $133,975-30.4% | $273,972-66.0% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 5.42% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,028 | $6,029-66.4% | $5,211-61.1% | $4,869-58.3% |
| Participant deferral / active EE | $2,971 | $6,958-57.3% | $6,282-52.7% | $5,287-43.8% |
| Admin fee / account holder | $16,611 | $11,765+41.2% | $9,324+78.1% | $10,133+63.9% |