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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 | $76,757 | $101,795-24.6% | $165,100-53.5% | $80,959-5.2% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.7%+13.4pp |
| Annual return | 27.88% | 16.73%+11.2pp | 70.21%-42.3pp | 35.67%-7.8pp |
| Employer contribution / active EE | $2,720 | $2,954-7.9% | $4,348-37.4% | $2,757-1.3% |
| Participant deferral / active EE | $6,189 | $4,476+38.3% | $6,035+2.5% | $4,300+43.9% |
| Admin fee / account holder | $12,952 | $8,221+57.6% | $12,696+2.0% | $6,925+87.0% |