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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 | $86,153 | $100,194-14.0% | $122,979-29.9% | $86,983-1.0% |
| Participation rate | 82.1% | 73.0%+9.2pp | 77.2%+5.0pp | 69.5%+12.6pp |
| Annual return | 21.14% | 16.47%+4.7pp | 20.12%+1.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $2,628 | $2,326+13.0% | $3,062-14.2% | $2,584+1.7% |
| Participant deferral / active EE | $6,380 | $4,133+54.4% | $5,003+27.5% | $4,194+52.1% |
| Admin fee / account holder | $8,538 | $10,148-15.9% | $12,864-33.6% | $7,856+8.7% |