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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 | $73,918 | $181,896-59.4% | $156,551-52.8% | $273,972-73.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.47% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,290 | $6,248-63.3% | $5,501-58.4% | $4,869-53.0% |
| Participant deferral / active EE | $5,867 | $5,550+5.7% | $4,871+20.4% | $5,287+11.0% |
| Admin fee / account holder | $734 | $15,560-95.3% | $13,028-94.4% | $10,133-92.8% |