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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 | $76,770 | $81,504-5.8% | $102,437-25.1% | $80,959-5.2% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 11.91% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,431 | $3,104-21.7% | $3,871-37.2% | $2,757-11.8% |
| Participant deferral / active EE | $3,028 | $3,871-21.8% | $5,060-40.2% | $4,300-29.6% |
| Admin fee / account holder | $3,802 | $6,719-43.4% | $8,388-54.7% | $6,925-45.1% |