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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 | $82,334 | $77,472+6.3% | $100,415-18.0% | $80,959+1.7% |
| Participation rate | 92.7% | 76.9%+15.7pp | 81.5%+11.2pp | 67.7%+25.0pp |
| Annual return | 12.82% | 37.26%-24.4pp | 49.47%-36.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,259 | $2,800-55.1% | $3,943-68.1% | $2,757-54.3% |
| Participant deferral / active EE | $6,405 | $6,818-6.1% | $8,091-20.8% | $4,300+48.9% |
| Admin fee / account holder | $7,424 | $5,885+26.2% | $7,906-6.1% | $6,925+7.2% |