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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 | $79,728 | $95,453-16.5% | $112,040-28.8% | $82,448-3.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 13.03% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,809 | $2,318+21.2% | $2,954-4.9% | $2,551+10.1% |
| Participant deferral / active EE | $4,302 | $4,224+1.9% | $5,098-15.6% | $4,139+3.9% |
| Admin fee / account holder | $17,304 | $9,013+92.0% | $12,098+43.0% | $7,234+139.2% |