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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 | $72,086 | $99,345-27.4% | $84,753-14.9% | $273,972-73.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 5.97% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $9,369 | $4,214+122.3% | $3,574+162.1% | $4,869+92.4% |
| Participant deferral / active EE | $4,274 | $4,270+0.1% | $3,712+15.2% | $5,287-19.2% |
| Admin fee / account holder | $6,456 | $6,645-2.8% | $5,333+21.1% | $10,133-36.3% |