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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 | $72,037 | $100,194-28.1% | $122,979-41.4% | $86,983-17.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.27% | 16.47%-1.2pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,678 | $2,326+15.1% | $3,062-12.6% | $2,584+3.6% |
| Participant deferral / active EE | $5,437 | $4,133+31.6% | $5,003+8.7% | $4,194+29.7% |
| Admin fee / account holder | $13,074 | $10,148+28.8% | $12,864+1.6% | $7,856+66.4% |