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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 | $95,453-33.6% | $112,040-43.4% | $82,448-23.1% |
| Participation rate | 87.2% | 72.8%+14.5pp | 76.5%+10.7pp | 68.1%+19.2pp |
| Annual return | 16.31% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,897 | $2,318+25.0% | $2,954-1.9% | $2,551+13.6% |
| Participant deferral / active EE | $5,995 | $4,224+41.9% | $5,098+17.6% | $4,139+44.8% |
| Admin fee / account holder | $932 | $9,013-89.7% | $12,098-92.3% | $7,234-87.1% |