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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 | $67,043 | $67,602-0.8% | $82,312-18.5% | $70,126-4.4% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 14.87% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,695 | $1,755-3.4% | $2,428-30.2% | $2,343-27.7% |
| Participant deferral / active EE | $2,831 | $2,987-5.2% | $3,706-23.6% | $3,332-15.0% |
| Admin fee / account holder | $4,400 | $4,512-2.5% | $5,608-21.5% | $4,645-5.3% |