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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 | $73,064 | $95,453-23.5% | $112,040-34.8% | $82,448-11.4% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 21.76% | 23.92%-2.2pp | 24.52%-2.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,318 | $2,3180% | $2,954-21.5% | $2,551-9.1% |
| Participant deferral / active EE | $4,299 | $4,224+1.8% | $5,098-15.7% | $4,139+3.9% |
| Admin fee / account holder | $1,626 | $9,013-82.0% | $12,098-86.6% | $7,234-77.5% |