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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 | $67,230 | $123,793-45.7% | $177,827-62.2% | $79,858-15.8% |
| Participation rate | 90.1% | 84.7%+5.5pp | 87.7%+2.4pp | 69.6%+20.5pp |
| Annual return | 12.37% | 22.82%-10.4pp | 48.32%-35.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,032 | $4,095-26.0% | $5,918-48.8% | $2,471+22.7% |
| Participant deferral / active EE | $5,692 | $5,956-4.4% | $7,713-26.2% | $3,740+52.2% |
| Admin fee / account holder | $6,538 | $7,243-9.7% | $12,429-47.4% | $5,306+23.2% |