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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 | $78,319 | $99,345-21.2% | $84,753-7.6% | $273,972-71.4% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,177 | $4,214-48.3% | $3,574-39.1% | $4,869-55.3% |
| Participant deferral / active EE | $5,109 | $4,270+19.6% | $3,712+37.6% | $5,287-3.4% |
| Admin fee / account holder | $1,830 | $6,645-72.5% | $5,333-65.7% | $10,133-81.9% |