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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 | $87,693 | $87,060+0.7% | $105,591-16.9% | $80,911+8.4% |
| Participation rate | 96.8% | 70.4%+26.3pp | 75.3%+21.5pp | 67.6%+29.1pp |
| Annual return | 12.38% | 17.05%-4.7pp | 116.43%-104.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $2,492 | $2,396+4.0% | $3,166-21.3% | $2,756-9.6% |
| Participant deferral / active EE | $4,640 | $3,986+16.4% | $5,008-7.4% | $4,297+8.0% |
| Admin fee / account holder | $8,427 | $8,442-0.2% | $11,024-23.6% | $6,935+21.5% |