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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 | $76,008 | $114,712-33.7% | $173,730-56.2% | $87,485-13.1% |
| Participation rate | 83.8% | 73.0%+10.8pp | 79.6%+4.2pp | 68.9%+14.9pp |
| Annual return | 20.35% | 20.18%+0.2pp | 19.96%+0.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $2,405 | $2,904-17.2% | $4,577-47.5% | $2,596-7.4% |
| Participant deferral / active EE | $5,371 | $4,642+15.7% | $6,326-15.1% | $4,274+25.7% |
| Admin fee / account holder | $6,563 | $10,210-35.7% | $17,523-62.5% | $7,775-15.6% |