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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 | $102,790 | $215,361-52.3% | $171,082-39.9% | $273,972-62.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 9.21% | 25.14%-15.9pp | 32.56%-23.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,904 | $4,967+59.1% | $4,002+97.5% | $4,869+62.3% |
| Participant deferral / active EE | $7,448 | $5,543+34.4% | $4,797+55.3% | $5,287+40.9% |
| Admin fee / account holder | $25,349 | $10,846+133.7% | $8,520+197.5% | $10,133+150.2% |