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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 | $84,107 | $181,896-53.8% | $156,551-46.3% | $273,972-69.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 5.29% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $6,326 | $6,248+1.2% | $5,501+15.0% | $4,869+29.9% |
| Participant deferral / active EE | $5,253 | $5,550-5.4% | $4,871+7.8% | $5,287-0.7% |
| Admin fee / account holder | $683 | $15,560-95.6% | $13,028-94.8% | $10,133-93.3% |