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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 | $65,510 | $64,517+1.5% | $81,438-19.6% | $80,874-19.0% |
| Participation rate | 84.6% | 63.9%+20.7pp | 69.5%+15.1pp | 67.6%+17.0pp |
| Annual return | 14.11% | 16.35%-2.2pp | 24.74%-10.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,151 | $1,982+8.6% | $2,460-12.6% | $2,756-21.9% |
| Participant deferral / active EE | $6,322 | $3,096+104.2% | $3,883+62.8% | $4,297+47.1% |
| Admin fee / account holder | $5,239 | $5,677-7.7% | $5,764-9.1% | $6,935-24.5% |