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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 | $69,268 | $254,759-72.8% | $216,567-68.0% | $198,609-65.1% |
| Participation rate | 95.5% | 84.5%+10.9pp | 81.6%+13.8pp | 82.4%+13.1pp |
| Annual return | 5.72% | 10.04%-4.3pp | 12.94%-7.2pp | 202.70%-197.0pp |
| Employer contribution / active EE | $3,857 | $6,096-36.7% | $5,216-26.1% | $5,055-23.7% |
| Participant deferral / active EE | $7,691 | $6,948+10.7% | $6,191+24.2% | $6,977+10.2% |
| Admin fee / account holder | $3,902 | $26,311-85.2% | $21,981-82.2% | $19,030-79.5% |