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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 | $60,324 | $81,476-26.0% | $102,383-41.1% | $80,925-25.5% |
| Participation rate | 81.4% | 66.8%+14.6pp | 74.5%+6.9pp | 67.7%+13.8pp |
| Annual return | 15.36% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,143 | $3,105-31.0% | $3,870-44.6% | $2,756-22.3% |
| Participant deferral / active EE | $4,005 | $3,871+3.5% | $5,060-20.9% | $4,299-6.8% |
| Admin fee / account holder | $6,087 | $6,717-9.4% | $8,391-27.5% | $6,940-12.3% |