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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 | $68,780 | $86,949-20.9% | $102,460-32.9% | $80,959-15.0% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 14.08% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,833 | $2,370+19.6% | $3,025-6.3% | $2,757+2.8% |
| Participant deferral / active EE | $4,478 | $4,121+8.7% | $5,056-11.4% | $4,300+4.1% |
| Admin fee / account holder | $4,841 | $8,048-39.8% | $9,460-48.8% | $6,925-30.1% |