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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 | $65,310 | $80,983-19.4% | $96,544-32.4% | $75,177-13.1% |
| Participation rate | 84.9% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 14.24% | 27.05%-12.8pp | 25.88%-11.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,848 | $2,282+24.8% | $2,966-4.0% | $2,671+6.6% |
| Participant deferral / active EE | $3,716 | $3,929-5.4% | $4,851-23.4% | $4,126-10.0% |
| Admin fee / account holder | $8,728 | $6,717+30.0% | $8,254+5.7% | $5,651+54.4% |