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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 | $67,478 | $81,487-17.2% | $102,412-34.1% | $80,935-16.6% |
| Participation rate | 90.5% | 66.8%+23.7pp | 74.5%+16.0pp | 67.7%+22.9pp |
| Annual return | 14.56% | 25.60%-11.0pp | 24.94%-10.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,897 | $3,103-6.6% | $3,870-25.1% | $2,757+5.1% |
| Participant deferral / active EE | $6,677 | $3,871+72.5% | $5,060+31.9% | $4,299+55.3% |
| Admin fee / account holder | $1,707 | $6,717-74.6% | $8,388-79.6% | $6,924-75.3% |