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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 | $79,283 | $71,230+11.3% | $93,727-15.4% | $80,959-2.1% |
| Participation rate | 72.2% | 60.4%+11.8pp | 68.7%+3.5pp | 67.7%+4.6pp |
| Annual return | 14.12% | 11.26%+2.9pp | 133.83%-119.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,174 | $1,565+38.9% | $2,421-10.2% | $2,757-21.1% |
| Participant deferral / active EE | $3,113 | $4,037-22.9% | $4,417-29.5% | $4,300-27.6% |
| Admin fee / account holder | $5,990 | $6,961-14.0% | $8,292-27.8% | $6,925-13.5% |