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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 | $81,170 | $138,393-41.3% | $184,256-55.9% | $80,959+0.3% |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.8%+1.1pp | 67.7%+20.2pp |
| Annual return | 17.12% | 20.01%-2.9pp | 28.85%-11.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $6,359 | $4,847+31.2% | $6,427-1.1% | $2,757+130.7% |
| Participant deferral / active EE | $4,289 | $7,076-39.4% | $9,133-53.0% | $4,300-0.3% |
| Admin fee / account holder | $2,983 | $10,489-71.6% | $13,899-78.5% | $6,925-56.9% |