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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 | $77,523+6.2% | $100,383-18.0% | $80,874+1.8% |
| Participation rate | 92.7% | 77.0%+15.7pp | 81.5%+11.2pp | 67.6%+25.0pp |
| Annual return | 12.82% | 37.21%-24.4pp | 49.26%-36.4pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,259 | $2,801-55.1% | $3,944-68.1% | $2,756-54.3% |
| Participant deferral / active EE | $6,405 | $6,822-6.1% | $8,086-20.8% | $4,297+49.1% |
| Admin fee / account holder | $7,424 | $5,899+25.9% | $7,900-6.0% | $6,935+7.1% |