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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 | $68,754 | $138,386-50.3% | $184,260-62.7% | $80,935-15.1% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 12.09% | 20.02%-7.9pp | 28.84%-16.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $5,901 | $4,851+21.7% | $6,427-8.2% | $2,757+114.1% |
| Participant deferral / active EE | $8,705 | $7,076+23.0% | $9,133-4.7% | $4,299+102.5% |
| Admin fee / account holder | $11,294 | $10,489+7.7% | $13,898-18.7% | $6,924+63.1% |