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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 | $71,944 | $95,453-24.6% | $112,040-35.8% | $82,448-12.7% |
| Participation rate | 88.3% | 72.8%+15.6pp | 76.5%+11.8pp | 68.1%+20.3pp |
| Annual return | 12.90% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,671 | $2,318+15.2% | $2,954-9.6% | $2,551+4.7% |
| Participant deferral / active EE | $5,180 | $4,224+22.6% | $5,098+1.6% | $4,139+25.1% |
| Admin fee / account holder | $3,288 | $9,013-63.5% | $12,098-72.8% | $7,234-54.6% |