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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 | $77,188 | $76,551+0.8% | $123,894-37.7% | $62,881+22.8% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 10.12% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,512 | $2,882-12.9% | $4,617-45.6% | $2,281+10.1% |
| Participant deferral / active EE | $6,346 | $4,840+31.1% | $5,984+6.0% | $3,203+98.1% |
| Admin fee / account holder | $1,153 | $4,826-76.1% | $8,357-86.2% | $4,296-73.2% |