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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 | $77,159 | $97,550-20.9% | $120,344-35.9% | $87,485-11.8% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.7%+19.1pp | 68.9%+26.9pp |
| Annual return | 13.13% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,552 | $2,291+11.4% | $3,020-15.5% | $2,596-1.7% |
| Participant deferral / active EE | $7,642 | $4,230+80.7% | $5,135+48.8% | $4,274+78.8% |
| Admin fee / account holder | $5,351 | $9,543-43.9% | $12,742-58.0% | $7,775-31.2% |