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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 | $86,949-7.5% | $102,460-21.5% | $80,959-0.6% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 16.19% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,572 | $2,370+8.5% | $3,025-15.0% | $2,757-6.7% |
| Participant deferral / active EE | $5,711 | $4,121+38.6% | $5,056+13.0% | $4,300+32.8% |
| Admin fee / account holder | $6,056 | $8,048-24.7% | $9,460-36.0% | $6,925-12.6% |