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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 | $72,221 | $76,834-6.0% | $108,359-33.4% | $87,485-17.4% |
| Participation rate | 73.3% | 61.7%+11.6pp | 70.1%+3.2pp | 68.9%+4.4pp |
| Annual return | 18.91% | 19.09%-0.2pp | 36.89%-18.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,554 | $1,556-0.2% | $2,399-35.2% | $2,596-40.2% |
| Participant deferral / active EE | $4,726 | $3,100+52.5% | $4,137+14.2% | $4,274+10.6% |
| Admin fee / account holder | $8,901 | $6,537+36.2% | $9,741-8.6% | $7,775+14.5% |