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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 | $93,218 | $123,478-24.5% | $216,567-57.0% | $94,015-0.8% |
| Participation rate | 82.9% | 75.1%+7.7pp | 81.6%+1.2pp | 70.8%+12.0pp |
| Annual return | 19.33% | 23.61%-4.3pp | 12.94%+6.4pp | 17.84%+1.5pp |
| Employer contribution / active EE | $4,871 | $3,136+55.3% | $5,216-6.6% | $2,790+74.6% |
| Participant deferral / active EE | $9,292 | $4,556+103.9% | $6,191+50.1% | $4,249+118.7% |
| Admin fee / account holder | $8,391 | $12,753-34.2% | $21,981-61.8% | $8,951-6.3% |