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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 | $73,028 | $99,345-26.5% | $84,753-13.8% | $273,972-73.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $6,196 | $4,214+47.0% | $3,574+73.3% | $4,869+27.3% |
| Participant deferral / active EE | $5,195 | $4,270+21.7% | $3,712+40.0% | $5,287-1.7% |
| Admin fee / account holder | $3,729 | $6,645-43.9% | $5,333-30.1% | $10,133-63.2% |