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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 | $76,194 | $99,345-23.3% | $84,753-10.1% | $273,972-72.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.50% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,595 | $4,214+9.0% | $3,574+28.5% | $4,869-5.6% |
| Participant deferral / active EE | $6,452 | $4,270+51.1% | $3,712+73.8% | $5,287+22.0% |
| Admin fee / account holder | $9,759 | $6,645+46.8% | $5,333+83.0% | $10,133-3.7% |