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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 | $68,789 | $94,436-27.2% | $115,599-40.5% | $82,637-16.8% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.3%+2.8pp | 68.1%+9.0pp |
| Annual return | 13.30% | 18.37%-5.1pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,135 | $2,324-8.1% | $2,955-27.8% | $2,552-16.4% |
| Participant deferral / active EE | $4,594 | $3,955+16.2% | $4,889-6.0% | $4,126+11.3% |
| Admin fee / account holder | $3,781 | $10,328-63.4% | $12,841-70.6% | $7,339-48.5% |