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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 | $81,712 | $153,769-46.9% | $133,975-39.0% | $273,972-70.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 4.80% | 36.51%-31.7pp | 29.29%-24.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,456 | $6,029-75.8% | $5,211-72.1% | $4,869-70.1% |
| Participant deferral / active EE | $9,331 | $6,958+34.1% | $6,282+48.5% | $5,287+76.5% |
| Admin fee / account holder | $3,565 | $11,765-69.7% | $9,324-61.8% | $10,133-64.8% |