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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 | $68,520 | $72,273-5.2% | $101,275-32.3% | $79,856-14.2% |
| Participation rate | 91.5% | 68.5%+23.1pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 16.20% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,216 | $2,691-17.7% | $3,660-39.5% | $2,471-10.3% |
| Participant deferral / active EE | $4,865 | $3,282+48.2% | $4,371+11.3% | $3,741+30.1% |
| Admin fee / account holder | $3,383 | $4,401-23.1% | $5,948-43.1% | $5,306-36.2% |