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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 | $65,568 | $67,602-3.0% | $82,312-20.3% | $70,126-6.5% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 16.33% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,474 | $1,755-16.0% | $2,428-39.3% | $2,343-37.1% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $5,038 | $4,512+11.7% | $5,608-10.2% | $4,645+8.4% |