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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 | $76,981 | $94,436-18.5% | $115,599-33.4% | $82,637-6.8% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.3%+13.2pp | 68.1%+19.4pp |
| Annual return | 14.78% | 18.37%-3.6pp | 111.10%-96.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,695 | $2,324+16.0% | $2,955-8.8% | $2,552+5.6% |
| Participant deferral / active EE | $3,792 | $3,955-4.1% | $4,889-22.5% | $4,126-8.1% |
| Admin fee / account holder | $7,349 | $10,328-28.8% | $12,841-42.8% | $7,339+0.1% |