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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 | $73,787+15.1% | $98,716-14.0% | $82,448+3.0% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.3%+4.0pp | 68.1%+5.3pp |
| Annual return | 17.61% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,020 | $1,511+33.7% | $2,279-11.4% | $2,551-20.8% |
| Participant deferral / active EE | $2,961 | $3,081-3.9% | $4,048-26.8% | $4,139-28.5% |
| Admin fee / account holder | $2,342 | $6,500-64.0% | $8,703-73.1% | $7,234-67.6% |