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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 | $63,363 | $97,550-35.0% | $120,344-47.3% | $87,485-27.6% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.7%+10.5pp | 68.9%+18.3pp |
| Annual return | 16.31% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,897 | $2,291+26.5% | $3,020-4.1% | $2,596+11.6% |
| Participant deferral / active EE | $5,995 | $4,230+41.7% | $5,135+16.7% | $4,274+40.3% |
| Admin fee / account holder | $932 | $9,543-90.2% | $12,742-92.7% | $7,775-88.0% |