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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 | $82,329 | $81,358+1.2% | $155,556-47.1% | $80,959+1.7% |
| Participation rate | 82.3% | 66.3%+16.0pp | 78.2%+4.0pp | 67.7%+14.6pp |
| Annual return | 15.30% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $3,155 | $3,106+1.6% | $4,675-32.5% | $2,757+14.4% |
| Participant deferral / active EE | $6,779 | $3,455+96.2% | $5,631+20.4% | $4,300+57.6% |
| Admin fee / account holder | $1,651 | $7,994-79.3% | $15,885-89.6% | $6,925-76.2% |