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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 | $102,542 | $81,457+25.9% | $103,378-0.8% | $80,911+26.7% |
| Participation rate | 74.6% | 66.8%+7.7pp | 74.5%+0.1pp | 67.6%+6.9pp |
| Annual return | 13.36% | 25.58%-12.2pp | 24.91%-11.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $1,293 | $3,107-58.4% | $3,870-66.6% | $2,756-53.1% |
| Participant deferral / active EE | $4,386 | $3,871+13.3% | $5,058-13.3% | $4,297+2.1% |
| Admin fee / account holder | $1,468 | $6,717-78.1% | $8,401-82.5% | $6,935-78.8% |