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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 | $109,926 | $215,361-49.0% | $171,082-35.7% | $273,972-59.9% |
| Participation rate | 85.0% | 82.0%+3.0pp | 76.7%+8.3pp | 83.0%+2.0pp |
| Annual return | 10.65% | 25.14%-14.5pp | 32.56%-21.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,788 | $4,967-43.9% | $4,002-30.3% | $4,869-42.7% |
| Participant deferral / active EE | $8,731 | $5,543+57.5% | $4,797+82.0% | $5,287+65.1% |
| Admin fee / account holder | $7,109 | $10,846-34.5% | $8,520-16.6% | $10,133-29.8% |