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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 | $73,407 | $63,845+15.0% | $81,370-9.8% | $80,959-9.3% |
| Participation rate | 95.8% | 63.9%+32.0pp | 69.5%+26.3pp | 67.7%+28.2pp |
| Annual return | 11.20% | 16.37%-5.2pp | 24.85%-13.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,159 | $1,980+9.0% | $2,464-12.4% | $2,757-21.7% |
| Participant deferral / active EE | $2,918 | $3,093-5.7% | $3,885-24.9% | $4,300-32.2% |
| Admin fee / account holder | $2,265 | $5,688-60.2% | $5,749-60.6% | $6,925-67.3% |