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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 | $32,471 | $102,609-68.4% | $98,090-66.9% | $138,895-76.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 16.51% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,330 | $3,867+12.0% | $3,606+20.1% | $4,194+3.2% |
| Participant deferral / active EE | $6,344 | $8,167-22.3% | $7,845-19.1% | $6,396-0.8% |
| Admin fee / account holder | $3,320 | $11,434-71.0% | $11,815-71.9% | $12,562-73.6% |