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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 | $65,464 | $100,970-35.2% | $96,576-32.2% | $137,256-52.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 19.29% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,912 | $3,809+2.7% | $3,553+10.1% | $4,156-5.9% |
| Participant deferral / active EE | $8,593 | $8,286+3.7% | $7,956+8.0% | $6,407+34.1% |
| Admin fee / account holder | $3,458 | $11,312-69.4% | $11,381-69.6% | $12,270-71.8% |