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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 | $71,808 | $76,551-6.2% | $123,894-42.0% | $62,881+14.2% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,711 | $2,882-6.0% | $4,617-41.3% | $2,281+18.8% |
| Participant deferral / active EE | $7,377 | $4,840+52.4% | $5,984+23.3% | $3,203+130.3% |
| Admin fee / account holder | $6,014 | $4,826+24.6% | $8,357-28.0% | $4,296+40.0% |