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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 | $75,858 | $135,956-44.2% | $123,894-38.8% | $273,972-72.3% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,227 | $5,170-56.9% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $6,619 | $6,343+4.4% | $5,984+10.6% | $5,287+25.2% |
| Admin fee / account holder | $5,481 | $9,817-44.2% | $8,357-34.4% | $10,133-45.9% |