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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 | $75,128 | $87,180-13.8% | $173,703-56.7% | $94,015-20.1% |
| Participation rate | 86.2% | 65.6%+20.6pp | 75.9%+10.3pp | 70.8%+15.4pp |
| Annual return | 13.58% | 14.17%-0.6pp | 17.46%-3.9pp | 17.84%-4.3pp |
| Employer contribution / active EE | $2,490 | $2,494-0.2% | $4,288-41.9% | $2,790-10.7% |
| Participant deferral / active EE | $4,569 | $3,343+36.7% | $4,854-5.9% | $4,249+7.5% |
| Admin fee / account holder | $3,118 | $7,506-58.5% | $15,562-80.0% | $8,951-65.2% |