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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 | $62,681 | $63,355-1.1% | $91,994-31.9% | $72,983-14.1% |
| Participation rate | 79.2% | 72.5%+6.7pp | 78.6%+0.6pp | 69.5%+9.8pp |
| Annual return | 26.33% | 35.35%-9.0pp | 69.03%-42.7pp | 81.01%-54.7pp |
| Employer contribution / active EE | $2,408 | $2,116+13.8% | $3,452-30.3% | $2,440-1.3% |
| Participant deferral / active EE | $5,253 | $4,883+7.6% | $5,923-11.3% | $3,608+45.6% |
| Admin fee / account holder | $5,648 | $4,668+21.0% | $7,743-27.1% | $5,124+10.2% |