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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 | $84,907 | $76,834+10.5% | $108,359-21.6% | $87,485-2.9% |
| Participation rate | 73.3% | 61.7%+11.6pp | 70.1%+3.2pp | 68.9%+4.4pp |
| Annual return | 17.61% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,020 | $1,556+29.8% | $2,399-15.8% | $2,596-22.2% |
| Participant deferral / active EE | $2,961 | $3,100-4.5% | $4,137-28.4% | $4,274-30.7% |
| Admin fee / account holder | $2,342 | $6,537-64.2% | $9,741-76.0% | $7,775-69.9% |