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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 | $69,925 | $80,983-13.7% | $96,544-27.6% | $75,177-7.0% |
| Participation rate | 82.7% | 71.8%+10.9pp | 76.0%+6.7pp | 67.2%+15.5pp |
| Annual return | 19.04% | 27.05%-8.0pp | 25.88%-6.8pp | 160.75%-141.7pp |
| Employer contribution / active EE | $2,270 | $2,282-0.6% | $2,966-23.5% | $2,671-15.0% |
| Participant deferral / active EE | $5,164 | $3,929+31.4% | $4,851+6.4% | $4,126+25.1% |
| Admin fee / account holder | $6,559 | $6,717-2.4% | $8,254-20.5% | $5,651+16.1% |