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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 | $64,768 | $153,311-57.8% | $109,313-40.7% | $273,972-76.4% |
| Participation rate | 91.7% | 80.1%+11.6pp | 71.3%+20.4pp | 83.0%+8.7pp |
| Annual return | 4.53% | 29.86%-25.3pp | 22.07%-17.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,253 | $5,619-42.1% | $3,892-16.4% | $4,869-33.2% |
| Participant deferral / active EE | $6,140 | $3,932+56.1% | $3,166+93.9% | $5,287+16.1% |
| Admin fee / account holder | $11,898 | $8,076+47.3% | $5,666+110.0% | $10,133+17.4% |