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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 | $76,416 | $94,436-19.1% | $115,599-33.9% | $82,637-7.5% |
| Participation rate | 81.9% | 70.4%+11.5pp | 74.3%+7.7pp | 68.1%+13.9pp |
| Annual return | 15.53% | 18.37%-2.8pp | 111.10%-95.6pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,194 | $2,324-5.6% | $2,955-25.8% | $2,552-14.0% |
| Participant deferral / active EE | $3,487 | $3,955-11.8% | $4,889-28.7% | $4,126-15.5% |
| Admin fee / account holder | $14,710 | $10,328+42.4% | $12,841+14.6% | $7,339+100.4% |