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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 | $57,040 | $65,582-13.0% | $64,101-11.0% | $71,511-20.2% |
| Participation rate | 83.3% | 73.2%+10.1pp | 72.3%+11.0pp | 67.9%+15.4pp |
| Annual return | 22.07% | 18.96%+3.1pp | 33.72%-11.6pp | 28.86%-6.8pp |
| Employer contribution / active EE | $2,620 | $2,671-1.9% | $2,749-4.7% | $2,589+1.2% |
| Participant deferral / active EE | $7,794 | $3,628+114.8% | $3,881+100.8% | $4,291+81.7% |
| Admin fee / account holder | $2,537 | $616+311.6% | $3,070-17.4% | $1,588+59.7% |