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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 | $67,098 | $86,938-22.8% | $102,423-34.5% | $80,925-17.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 15.78% | 18.89%-3.1pp | 29.42%-13.6pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,855 | $2,369-21.7% | $3,023-38.6% | $2,756-32.7% |
| Participant deferral / active EE | $4,002 | $4,120-2.9% | $5,054-20.8% | $4,299-6.9% |
| Admin fee / account holder | $804 | $8,053-90.0% | $9,455-91.5% | $6,940-88.4% |