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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 | $80,000 | $97,550-18.0% | $120,344-33.5% | $87,485-8.6% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.7%+15.2pp | 68.9%+23.0pp |
| Annual return | 14.51% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,398 | $2,291+4.7% | $3,020-20.6% | $2,596-7.6% |
| Participant deferral / active EE | $5,553 | $4,230+31.3% | $5,135+8.1% | $4,274+29.9% |
| Admin fee / account holder | $12,120 | $9,543+27.0% | $12,742-4.9% | $7,775+55.9% |