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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 | $77,164 | $86,940-11.2% | $102,434-24.7% | $80,935-4.7% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.7%+19.4pp |
| Annual return | 13.38% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,725 | $2,370-27.2% | $3,023-42.9% | $2,757-37.4% |
| Participant deferral / active EE | $5,029 | $4,121+22.0% | $5,055-0.5% | $4,299+17.0% |
| Admin fee / account holder | $7,625 | $8,047-5.2% | $9,462-19.4% | $6,924+10.1% |