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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 | $58,158 | $135,956-57.2% | $123,894-53.1% | $273,972-78.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,869 | $5,170-63.8% | $4,617-59.5% | $4,869-61.6% |
| Participant deferral / active EE | $5,487 | $6,343-13.5% | $5,984-8.3% | $5,287+3.8% |
| Admin fee / account holder | $9,320 | $9,817-5.1% | $8,357+11.5% | $10,133-8.0% |