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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 | $82,263 | $72,269+13.8% | $101,271-18.8% | $79,852+3.0% |
| Participation rate | 73.9% | 68.5%+5.5pp | 75.8%-1.9pp | 69.6%+4.3pp |
| Annual return | 13.04% | 22.29%-9.3pp | 46.48%-33.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $2,270 | $2,692-15.7% | $3,660-38.0% | $2,471-8.1% |
| Participant deferral / active EE | $6,516 | $3,282+98.6% | $4,371+49.1% | $3,740+74.2% |
| Admin fee / account holder | $5,573 | $4,401+26.6% | $5,948-6.3% | $5,306+5.0% |