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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 | $63,773+2.7% | $81,286-19.4% | $80,925-19.0% |
| Participation rate | 84.6% | 63.9%+20.7pp | 69.5%+15.1pp | 67.7%+17.0pp |
| Annual return | 14.11% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,151 | $1,979+8.7% | $2,463-12.6% | $2,756-21.9% |
| Participant deferral / active EE | $6,322 | $3,093+104.4% | $3,883+62.8% | $4,299+47.1% |
| Admin fee / account holder | $5,239 | $5,682-7.8% | $5,764-9.1% | $6,940-24.5% |