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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 | $71,599 | $72,273-0.9% | $101,275-29.3% | $79,856-10.3% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 20.74% | 22.30%-1.6pp | 46.48%-25.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,625 | $2,691-39.6% | $3,660-55.6% | $2,471-34.2% |
| Participant deferral / active EE | $3,898 | $3,282+18.8% | $4,371-10.8% | $3,741+4.2% |
| Admin fee / account holder | $7,421 | $4,401+68.6% | $5,948+24.8% | $5,306+39.9% |