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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 | $82,838 | $86,949-4.7% | $102,460-19.2% | $80,959+2.3% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.7%+29.8pp |
| Annual return | 11.34% | 18.89%-7.6pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $842 | $2,370-64.5% | $3,025-72.2% | $2,757-69.5% |
| Participant deferral / active EE | $5,043 | $4,121+22.4% | $5,056-0.3% | $4,300+17.3% |
| Admin fee / account holder | $9,888 | $8,048+22.9% | $9,460+4.5% | $6,925+42.8% |