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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 | $76,620 | $63,809+20.1% | $81,353-5.8% | $80,935-5.3% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.0pp | 67.7%+10.9pp |
| Annual return | 13.04% | 16.37%-3.3pp | 24.82%-11.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,338 | $1,981+18.1% | $2,464-5.1% | $2,757-15.2% |
| Participant deferral / active EE | $6,929 | $3,093+124.0% | $3,885+78.4% | $4,299+61.2% |
| Admin fee / account holder | $33,017 | $5,686+480.7% | $5,766+472.6% | $6,924+376.8% |