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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 | $63,809+2.7% | $81,353-19.5% | $80,935-19.1% |
| Participation rate | 84.6% | 63.9%+20.7pp | 69.5%+15.1pp | 67.7%+17.0pp |
| Annual return | 14.11% | 16.37%-2.3pp | 24.82%-10.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,151 | $1,981+8.6% | $2,464-12.7% | $2,757-22.0% |
| Participant deferral / active EE | $6,322 | $3,093+104.4% | $3,885+62.7% | $4,299+47.0% |
| Admin fee / account holder | $5,239 | $5,686-7.9% | $5,766-9.2% | $6,924-24.3% |