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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 | $74,579 | $81,446-8.4% | $103,374-27.9% | $80,874-7.8% |
| Participation rate | 74.7% | 66.9%+7.9pp | 74.5%+0.2pp | 67.6%+7.1pp |
| Annual return | 11.16% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,647 | $3,107-14.8% | $3,869-31.6% | $2,756-4.0% |
| Participant deferral / active EE | $4,634 | $3,870+19.7% | $5,058-8.4% | $4,297+7.8% |
| Admin fee / account holder | $9,218 | $6,715+37.3% | $8,394+9.8% | $6,935+32.9% |