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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 | $190,844 | $215,361-11.4% | $171,082+11.6% | $273,972-30.3% |
| Participation rate | 82.4% | 82.0%+0.3pp | 76.7%+5.7pp | 83.0%-0.7pp |
| Annual return | 2.97% | 25.14%-22.2pp | 32.56%-29.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,262 | $4,967-74.6% | $4,002-68.5% | $4,869-74.1% |
| Participant deferral / active EE | $8,412 | $5,543+51.8% | $4,797+75.4% | $5,287+59.1% |
| Admin fee / account holder | $4,650 | $10,846-57.1% | $8,520-45.4% | $10,133-54.1% |