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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 | $78,086 | $95,404-18.2% | $113,397-31.1% | $82,637-5.5% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.5%+4.6pp | 68.1%+13.1pp |
| Annual return | 12.28% | 19.08%-6.8pp | 23.20%-10.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,796 | $2,307+21.2% | $2,977-6.1% | $2,552+9.6% |
| Participant deferral / active EE | $5,802 | $4,220+37.5% | $5,076+14.3% | $4,126+40.6% |
| Admin fee / account holder | $2,373 | $9,168-74.1% | $11,957-80.2% | $7,339-67.7% |