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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 | $83,034 | $215,361-61.4% | $171,082-51.5% | $273,972-69.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 9.74% | 25.14%-15.4pp | 32.56%-22.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $6,425 | $4,967+29.3% | $4,002+60.5% | $4,869+32.0% |
| Participant deferral / active EE | $9,373 | $5,543+69.1% | $4,797+95.4% | $5,287+77.3% |
| Admin fee / account holder | $13,062 | $10,846+20.4% | $8,520+53.3% | $10,133+28.9% |