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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 | $68,789 | $97,550-29.5% | $120,344-42.8% | $87,485-21.4% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.7%+4.5pp | 68.9%+12.3pp |
| Annual return | 15.19% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,476 | $2,291+8.1% | $3,020-18.0% | $2,596-4.6% |
| Participant deferral / active EE | $6,580 | $4,230+55.6% | $5,135+28.1% | $4,274+54.0% |
| Admin fee / account holder | $3,741 | $9,543-60.8% | $12,742-70.6% | $7,775-51.9% |