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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 | $70,310 | $80,992-13.2% | $96,534-27.2% | $75,173-6.5% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | 22.99% | 27.05%-4.1pp | 25.88%-2.9pp | 160.72%-137.7pp |
| Employer contribution / active EE | $2,329 | $2,283+2.0% | $2,965-21.5% | $2,671-12.8% |
| Participant deferral / active EE | $5,716 | $3,929+45.5% | $4,851+17.8% | $4,126+38.5% |
| Admin fee / account holder | $5,236 | $6,717-22.1% | $8,253-36.6% | $5,651-7.3% |