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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 | $84,285 | $67,894+24.1% | $89,340-5.7% | $82,448+2.2% |
| Participation rate | 83.9% | 64.0%+19.8pp | 69.6%+14.3pp | 68.1%+15.8pp |
| Annual return | 14.40% | 19.21%-4.8pp | 20.57%-6.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $423 | $1,828-76.9% | $2,231-81.1% | $2,551-83.4% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,397 | $5,723+29.2% | $6,704+10.3% | $7,234+2.2% |