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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 | $75,488 | $87,166-13.4% | $76,735-1.6% | $137,256-45.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 14.87% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,456 | $2,904-15.5% | $2,454+0.1% | $4,156-40.9% |
| Participant deferral / active EE | $5,527 | $4,726+17.0% | $4,088+35.2% | $6,407-13.7% |
| Admin fee / account holder | $11,100 | $8,403+32.1% | $7,189+54.4% | $12,270-9.5% |