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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 | $69,043 | $77,523-10.9% | $100,383-31.2% | $80,874-14.6% |
| Participation rate | 89.2% | 77.0%+12.2pp | 81.5%+7.7pp | 67.6%+21.5pp |
| Annual return | 15.12% | 37.21%-22.1pp | 49.26%-34.1pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,459 | $2,801-12.2% | $3,944-37.6% | $2,756-10.7% |
| Participant deferral / active EE | $5,807 | $6,822-14.9% | $8,086-28.2% | $4,297+35.1% |
| Admin fee / account holder | $537 | $5,899-90.9% | $7,900-93.2% | $6,935-92.3% |