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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 | $70,580 | $86,949-18.8% | $102,460-31.1% | $80,959-12.8% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.7%+5.4pp |
| Annual return | 12.27% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,947 | $2,370-17.8% | $3,025-35.6% | $2,757-29.4% |
| Participant deferral / active EE | $5,504 | $4,121+33.6% | $5,056+8.9% | $4,300+28.0% |
| Admin fee / account holder | $1,511 | $8,048-81.2% | $9,460-84.0% | $6,925-78.2% |