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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 | $75,515 | $101,778-25.8% | $164,975-54.2% | $80,925-6.7% |
| Participation rate | 76.1% | 71.8%+4.3pp | 78.6%-2.5pp | 67.7%+8.5pp |
| Annual return | 18.96% | 16.73%+2.2pp | 70.12%-51.2pp | 35.65%-16.7pp |
| Employer contribution / active EE | $2,625 | $2,954-11.1% | $4,343-39.5% | $2,756-4.8% |
| Participant deferral / active EE | $4,498 | $4,477+0.5% | $6,033-25.4% | $4,299+4.6% |
| Admin fee / account holder | $5,930 | $8,221-27.9% | $12,688-53.3% | $6,940-14.5% |