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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 | $80,155 | $86,938-7.8% | $102,423-21.7% | $80,925-1.0% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.7%+17.1pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,758 | $2,369-25.8% | $3,023-41.8% | $2,756-36.2% |
| Participant deferral / active EE | $5,268 | $4,120+27.9% | $5,054+4.2% | $4,299+22.6% |
| Admin fee / account holder | $6,262 | $8,053-22.2% | $9,455-33.8% | $6,940-9.8% |