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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 | $74,779 | $100,194-25.4% | $122,979-39.2% | $86,983-14.0% |
| Participation rate | 87.2% | 73.0%+14.3pp | 77.2%+10.0pp | 69.5%+17.7pp |
| Annual return | 12.73% | 16.47%-3.7pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,815 | $2,326-21.9% | $3,062-40.7% | $2,584-29.8% |
| Participant deferral / active EE | $5,455 | $4,133+32.0% | $5,003+9.0% | $4,194+30.1% |
| Admin fee / account holder | $9,710 | $10,148-4.3% | $12,864-24.5% | $7,856+23.6% |