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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 | $80,495 | $81,504-1.2% | $102,437-21.4% | $80,959-0.6% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 14.89% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $9,848 | $3,104+217.3% | $3,871+154.4% | $2,757+257.2% |
| Participant deferral / active EE | $6,043 | $3,871+56.1% | $5,060+19.4% | $4,300+40.5% |
| Admin fee / account holder | $6,341 | $6,719-5.6% | $8,388-24.4% | $6,925-8.4% |