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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 | $86,646 | $94,436-8.2% | $115,599-25.0% | $82,637+4.9% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.3%+2.6pp | 68.1%+8.9pp |
| Annual return | 17.65% | 18.37%-0.7pp | 111.10%-93.4pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,208 | $2,324-5.0% | $2,955-25.3% | $2,552-13.5% |
| Participant deferral / active EE | $5,073 | $3,955+28.3% | $4,889+3.8% | $4,126+23.0% |
| Admin fee / account holder | $1,467 | $10,328-85.8% | $12,841-88.6% | $7,339-80.0% |