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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 | $96,562 | $181,896-46.9% | $156,551-38.3% | $273,972-64.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 9.79% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $6,077 | $6,248-2.7% | $5,501+10.5% | $4,869+24.8% |
| Participant deferral / active EE | $5,089 | $5,550-8.3% | $4,871+4.5% | $5,287-3.7% |
| Admin fee / account holder | $6,846 | $15,560-56.0% | $13,028-47.5% | $10,133-32.4% |