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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 | $80,130 | $81,476-1.7% | $102,383-21.7% | $80,925-1.0% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | 14.85% | 25.59%-10.7pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,504 | $3,105+45.1% | $3,870+16.4% | $2,756+63.4% |
| Participant deferral / active EE | $2,219 | $3,871-42.7% | $5,060-56.1% | $4,299-48.4% |
| Admin fee / account holder | $3,719 | $6,717-44.6% | $8,391-55.7% | $6,940-46.4% |