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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 | $56,083 | $153,769-63.5% | $133,975-58.1% | $273,972-79.5% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 8.60% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,678 | $6,029-55.6% | $5,211-48.6% | $4,869-45.0% |
| Participant deferral / active EE | $6,803 | $6,958-2.2% | $6,282+8.3% | $5,287+28.7% |
| Admin fee / account holder | $6,431 | $11,765-45.3% | $9,324-31.0% | $10,133-36.5% |