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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 | $66,814 | $81,457-18.0% | $103,378-35.4% | $80,911-17.4% |
| Participation rate | 72.5% | 66.8%+5.6pp | 74.5%-2.0pp | 67.6%+4.8pp |
| Annual return | 14.42% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,666 | $3,107-14.2% | $3,870-31.1% | $2,756-3.3% |
| Participant deferral / active EE | $5,114 | $3,871+32.1% | $5,058+1.1% | $4,297+19.0% |
| Admin fee / account holder | $5,152 | $6,717-23.3% | $8,401-38.7% | $6,935-25.7% |