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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 | $67,112 | $86,940-22.8% | $102,434-34.5% | $80,935-17.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.1pp |
| Annual return | 13.67% | 18.89%-5.2pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,479 | $2,370+4.6% | $3,023-18.0% | $2,757-10.1% |
| Participant deferral / active EE | $3,715 | $4,121-9.9% | $5,055-26.5% | $4,299-13.6% |
| Admin fee / account holder | $2,426 | $8,047-69.8% | $9,462-74.4% | $6,924-65.0% |