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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 | $72,499 | $95,453-24.0% | $112,040-35.3% | $82,448-12.1% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 18.73% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,880 | $2,318-18.9% | $2,954-36.3% | $2,551-26.3% |
| Participant deferral / active EE | $5,203 | $4,224+23.2% | $5,098+2.1% | $4,139+25.7% |
| Admin fee / account holder | $9,557 | $9,013+6.0% | $12,098-21.0% | $7,234+32.1% |