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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 | $51,732 | $215,361-76.0% | $171,082-69.8% | $273,972-81.1% |
| Participation rate | 90.5% | 82.0%+8.4pp | 76.7%+13.8pp | 83.0%+7.5pp |
| Annual return | 10.15% | 25.14%-15.0pp | 32.56%-22.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $4,117 | $4,967-17.1% | $4,002+2.9% | $4,869-15.4% |
| Participant deferral / active EE | $8,178 | $5,543+47.5% | $4,797+70.5% | $5,287+54.7% |
| Admin fee / account holder | $9,908 | $10,846-8.6% | $8,520+16.3% | $10,133-2.2% |