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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 | $80,020 | $78,520+1.9% | $96,576-17.1% | $82,448-2.9% |
| Participation rate | 97.7% | 77.7%+20.0pp | 81.4%+16.3pp | 68.1%+29.7pp |
| Annual return | 15.08% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,627 | $2,630-0.1% | $3,553-26.1% | $2,551+3.0% |
| Participant deferral / active EE | $10,487 | $6,754+55.3% | $7,956+31.8% | $4,139+153.3% |
| Admin fee / account holder | $12,410 | $13,455-7.8% | $11,381+9.0% | $7,234+71.5% |