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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 | $60,237 | $86,940-30.7% | $102,434-41.2% | $80,935-25.6% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.7%+18.8pp |
| Annual return | 14.40% | 18.89%-4.5pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,713 | $2,370+14.5% | $3,023-10.3% | $2,757-1.6% |
| Participant deferral / active EE | $5,181 | $4,121+25.7% | $5,055+2.5% | $4,299+20.5% |
| Admin fee / account holder | $1,554 | $8,047-80.7% | $9,462-83.6% | $6,924-77.6% |