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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 | $68,504 | $72,486-5.5% | $87,103-21.4% | $72,976-6.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 25.37% | 24.46%+0.9pp | 28.19%-2.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $2,045 | $1,894+8.0% | $2,521-18.9% | $2,440-16.2% |
| Participant deferral / active EE | $7,461 | $3,270+128.2% | $4,049+84.3% | $3,608+106.8% |
| Admin fee / account holder | $787 | $5,055-84.4% | $7,491-89.5% | $5,124-84.6% |