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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 | $71,866 | $80,985-11.3% | $96,576-25.6% | $75,181-4.4% |
| Participation rate | 83.6% | 71.8%+11.8pp | 76.0%+7.6pp | 67.2%+16.4pp |
| Annual return | 15.55% | 27.05%-11.5pp | 25.87%-10.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $2,207 | $2,282-3.3% | $2,965-25.6% | $2,671-17.4% |
| Participant deferral / active EE | $5,338 | $3,929+35.9% | $4,851+10.0% | $4,126+29.4% |
| Admin fee / account holder | $2,308 | $6,719-65.6% | $8,253-72.0% | $5,650-59.1% |