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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 | $80,435 | $86,922-7.5% | $102,438-21.5% | $80,874-0.5% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 16.19% | 18.90%-2.7pp | 29.37%-13.2pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,572 | $2,369+8.5% | $3,024-14.9% | $2,756-6.7% |
| Participant deferral / active EE | $5,711 | $4,119+38.7% | $5,054+13.0% | $4,297+32.9% |
| Admin fee / account holder | $6,056 | $8,050-24.8% | $9,448-35.9% | $6,935-12.7% |