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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 | $93,821 | $99,345-5.6% | $84,753+10.7% | $273,972-65.8% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 8.91% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $13,512 | $4,214+220.7% | $3,574+278.0% | $4,869+177.5% |
| Participant deferral / active EE | $5,536 | $4,270+29.7% | $3,712+49.1% | $5,287+4.7% |
| Admin fee / account holder | $6,323 | $6,645-4.9% | $5,333+18.6% | $10,133-37.6% |