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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 | $79,070 | $97,550-18.9% | $120,344-34.3% | $87,485-9.6% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.7%+5.4pp | 68.9%+13.2pp |
| Annual return | 16.30% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,125 | $2,291-7.3% | $3,020-29.7% | $2,596-18.2% |
| Participant deferral / active EE | $5,627 | $4,230+33.0% | $5,135+9.6% | $4,274+31.7% |
| Admin fee / account holder | $2,238 | $9,543-76.5% | $12,742-82.4% | $7,775-71.2% |