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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 | $75,847 | $104,098-27.1% | $140,514-46.0% | $94,015-19.3% |
| Participation rate | 86.4% | 73.7%+12.7pp | 77.8%+8.6pp | 70.8%+15.5pp |
| Annual return | 11.70% | 15.14%-3.4pp | 14.36%-2.7pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,926 | $2,388-19.3% | $3,378-43.0% | $2,790-31.0% |
| Participant deferral / active EE | $5,739 | $4,033+42.3% | $4,919+16.7% | $4,249+35.1% |
| Admin fee / account holder | $10,000 | $10,439-4.2% | $13,697-27.0% | $8,951+11.7% |