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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 | $58,927 | $49,239+19.7% | $70,462-16.4% | $79,858-26.2% |
| Participation rate | 76.7% | 69.2%+7.5pp | 75.1%+1.6pp | 69.6%+7.0pp |
| Annual return | 13.53% | 30.08%-16.6pp | 109.08%-95.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,510 | $2,100+19.5% | $2,737-8.3% | $2,471+1.6% |
| Participant deferral / active EE | $6,939 | $2,769+150.6% | $3,710+87.0% | $3,740+85.5% |
| Admin fee / account holder | $3,286 | $2,876+14.3% | $3,845-14.5% | $5,306-38.1% |