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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 | $77,460+6.3% | $100,378-18.0% | $80,925+1.7% |
| Participation rate | 92.7% | 76.9%+15.7pp | 81.5%+11.2pp | 67.7%+25.0pp |
| Annual return | 12.82% | 37.24%-24.4pp | 49.41%-36.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,259 | $2,801-55.1% | $3,942-68.1% | $2,756-54.3% |
| Participant deferral / active EE | $6,405 | $6,818-6.1% | $8,087-20.8% | $4,299+49.0% |
| Admin fee / account holder | $7,424 | $5,887+26.1% | $7,899-6.0% | $6,940+7.0% |