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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 | $73,946 | $81,487-9.3% | $102,412-27.8% | $80,935-8.6% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.7%+18.4pp |
| Annual return | 14.06% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,220 | $3,103+3.8% | $3,870-16.8% | $2,757+16.8% |
| Participant deferral / active EE | $7,241 | $3,871+87.1% | $5,060+43.1% | $4,299+68.4% |
| Admin fee / account holder | $2,785 | $6,717-58.5% | $8,388-66.8% | $6,924-59.8% |