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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 | $78,304 | $86,938-9.9% | $102,423-23.5% | $80,925-3.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 10.70% | 18.89%-8.2pp | 29.42%-18.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,759 | $2,369-25.7% | $3,023-41.8% | $2,756-36.2% |
| Participant deferral / active EE | $4,593 | $4,120+11.5% | $5,054-9.1% | $4,299+6.9% |
| Admin fee / account holder | $9,259 | $8,053+15.0% | $9,455-2.1% | $6,940+33.4% |