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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 | $75,829 | $99,380-23.7% | $90,312-16.0% | $155,188-51.1% |
| Participation rate | 75.0% | 77.3%-2.3pp | 72.9%+2.1pp | 80.8%-5.8pp |
| Annual return | 20.17% | 19.35%+0.8pp | 18.90%+1.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $7,092 | $2,390+196.8% | $2,243+216.3% | $4,248+67.0% |
| Participant deferral / active EE | $5,151 | $4,212+22.3% | $3,749+37.4% | $6,531-21.1% |
| Admin fee / account holder | $2,364 | $9,766-75.8% | $8,248-71.3% | $14,480-83.7% |