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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 | $73,384 | $80,983-9.4% | $96,544-24.0% | $75,177-2.4% |
| Participation rate | 94.0% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.8pp |
| Annual return | 16.52% | 27.05%-10.5pp | 25.88%-9.4pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,743 | $2,282+20.2% | $2,966-7.5% | $2,671+2.7% |
| Participant deferral / active EE | $5,027 | $3,929+28.0% | $4,851+3.6% | $4,126+21.8% |
| Admin fee / account holder | $6,640 | $6,717-1.1% | $8,254-19.6% | $5,651+17.5% |