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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 | $66,929 | $72,471-7.6% | $94,215-29.0% | $86,983-23.1% |
| Participation rate | 94.6% | 63.9%+30.7pp | 70.0%+24.6pp | 69.5%+25.1pp |
| Annual return | 20.46% | 26.44%-6.0pp | 28.22%-7.8pp | 25.83%-5.4pp |
| Employer contribution / active EE | $2,085 | $1,936+7.7% | $2,675-22.0% | $2,584-19.3% |
| Participant deferral / active EE | $5,316 | $3,397+56.5% | $4,276+24.3% | $4,194+26.7% |
| Admin fee / account holder | $2,563 | $6,468-60.4% | $10,216-74.9% | $7,856-67.4% |