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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 | $65,755 | $86,949-24.4% | $102,460-35.8% | $80,959-18.8% |
| Participation rate | 80.4% | 72.4%+8.0pp | 76.5%+3.9pp | 67.7%+12.7pp |
| Annual return | 10.52% | 18.89%-8.4pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,431 | $2,370+2.6% | $3,025-19.6% | $2,757-11.8% |
| Participant deferral / active EE | $4,931 | $4,121+19.7% | $5,056-2.5% | $4,300+14.7% |
| Admin fee / account holder | $8,242 | $8,048+2.4% | $9,460-12.9% | $6,925+19.0% |