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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 | $63,718 | $72,492-12.1% | $87,104-26.8% | $72,975-12.7% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 24.66% | 24.46%+0.2pp | 28.19%-3.5pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,246 | $1,894+18.6% | $2,521-10.9% | $2,440-7.9% |
| Participant deferral / active EE | $2,807 | $3,270-14.1% | $4,048-30.7% | $3,608-22.2% |
| Admin fee / account holder | $424 | $5,055-91.6% | $7,491-94.3% | $5,124-91.7% |