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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 | $110,137-31.0% | $161,149-52.8% | $82,637-8.0% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+4.9pp | 68.1%+15.7pp |
| Annual return | 20.35% | 20.69%-0.3pp | 21.16%-0.8pp | 53.51%-33.2pp |
| Employer contribution / active EE | $2,405 | $2,856-15.8% | $4,360-44.8% | $2,552-5.8% |
| Participant deferral / active EE | $5,371 | $4,575+17.4% | $6,153-12.7% | $4,126+30.2% |
| Admin fee / account holder | $6,563 | $9,467-30.7% | $15,194-56.8% | $7,339-10.6% |