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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 | $75,898 | $80,992-6.3% | $96,534-21.4% | $75,173+1.0% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 15.89% | 27.05%-11.2pp | 25.88%-10.0pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,420 | $2,283+6.0% | $2,965-18.4% | $2,671-9.4% |
| Participant deferral / active EE | $5,704 | $3,929+45.2% | $4,851+17.6% | $4,126+38.2% |
| Admin fee / account holder | $2,964 | $6,717-55.9% | $8,253-64.1% | $5,651-47.5% |