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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 | $71,976 | $86,949-17.2% | $102,460-29.8% | $80,959-11.1% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.5pp | 67.7%+28.4pp |
| Annual return | 12.44% | 18.89%-6.5pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,087 | $2,370-11.9% | $3,025-31.0% | $2,757-24.3% |
| Participant deferral / active EE | $5,061 | $4,121+22.8% | $5,056+0.1% | $4,300+17.7% |
| Admin fee / account holder | $3,484 | $8,048-56.7% | $9,460-63.2% | $6,925-49.7% |