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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 | $91,039 | $215,361-57.7% | $171,082-46.8% | $273,972-66.8% |
| Participation rate | 95.8% | 82.0%+13.8pp | 76.7%+19.1pp | 83.0%+12.8pp |
| Annual return | 6.75% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,256 | $4,967-54.6% | $4,002-43.6% | $4,869-53.7% |
| Participant deferral / active EE | $9,631 | $5,543+73.7% | $4,797+100.7% | $5,287+82.1% |
| Admin fee / account holder | $2,018 | $10,846-81.4% | $8,520-76.3% | $10,133-80.1% |