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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 | $74,694 | $90,509-17.5% | $78,693-5.1% | $273,968-72.7% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 8.34% | 75.61%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,874 | $3,175+22.0% | $2,850+35.9% | $4,869-20.4% |
| Participant deferral / active EE | $5,318 | $3,901+36.3% | $3,517+51.2% | $5,287+0.6% |
| Admin fee / account holder | $3,215 | $5,264-38.9% | $4,511-28.7% | $10,132-68.3% |