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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 | $124,463 | $114,712+8.5% | $173,730-28.4% | $87,485+42.3% |
| Participation rate | 93.0% | 73.0%+20.0pp | 79.6%+13.4pp | 68.9%+24.1pp |
| Annual return | 14.13% | 20.18%-6.1pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,109 | $2,904-27.4% | $4,577-53.9% | $2,596-18.8% |
| Participant deferral / active EE | $6,690 | $4,642+44.1% | $6,326+5.7% | $4,274+56.5% |
| Admin fee / account holder | $8,356 | $10,210-18.2% | $17,523-52.3% | $7,775+7.5% |