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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 | $95,352 | $114,712-16.9% | $173,730-45.1% | $87,485+9.0% |
| Participation rate | 88.0% | 73.0%+15.0pp | 79.6%+8.4pp | 68.9%+19.1pp |
| Annual return | 12.05% | 20.18%-8.1pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,343 | $2,904-19.3% | $4,577-48.8% | $2,596-9.8% |
| Participant deferral / active EE | $4,133 | $4,642-11.0% | $6,326-34.7% | $4,274-3.3% |
| Admin fee / account holder | $7,465 | $10,210-26.9% | $17,523-57.4% | $7,775-4.0% |