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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 | $81,673 | $86,938-6.1% | $102,423-20.3% | $80,925+0.9% |
| Participation rate | 83.6% | 72.4%+11.2pp | 76.5%+7.1pp | 67.7%+15.9pp |
| Annual return | 12.71% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $4,407 | $2,369+86.0% | $3,023+45.8% | $2,756+59.9% |
| Participant deferral / active EE | $6,851 | $4,120+66.3% | $5,054+35.6% | $4,299+59.4% |
| Admin fee / account holder | $2,709 | $8,053-66.4% | $9,455-71.3% | $6,940-61.0% |