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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 | $66,314 | $75,541-12.2% | $152,093-56.4% | $82,637-19.8% |
| Participation rate | 81.9% | 66.5%+15.4pp | 77.8%+4.2pp | 68.1%+13.9pp |
| Annual return | 16.26% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,955 | $2,622+12.7% | $4,175-29.2% | $2,552+15.8% |
| Participant deferral / active EE | $2,397 | $3,206-25.2% | $5,451-56.0% | $4,126-41.9% |
| Admin fee / account holder | $6,983 | $6,405+9.0% | $14,497-51.8% | $7,339-4.8% |