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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 | $78,548 | $76,834+2.2% | $108,359-27.5% | $87,485-10.2% |
| Participation rate | 72.7% | 61.7%+11.0pp | 70.1%+2.6pp | 68.9%+3.8pp |
| Annual return | 17.13% | 19.09%-2.0pp | 36.89%-19.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,994 | $1,556+28.1% | $2,399-16.9% | $2,596-23.2% |
| Participant deferral / active EE | $4,269 | $3,100+37.7% | $4,137+3.2% | $4,274-0.1% |
| Admin fee / account holder | $337 | $6,537-94.8% | $9,741-96.5% | $7,775-95.7% |