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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 | $86,418 | $86,940-0.6% | $102,434-15.6% | $80,935+6.8% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.3pp | 67.7%+15.2pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,230 | $2,370-5.9% | $3,023-26.2% | $2,757-19.1% |
| Participant deferral / active EE | $6,063 | $4,121+47.1% | $5,055+19.9% | $4,299+41.0% |
| Admin fee / account holder | $9,494 | $8,047+18.0% | $9,462+0.3% | $6,924+37.1% |