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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 | $86,968 | $86,919+0.1% | $102,457-15.1% | $80,911+7.5% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | 11.67% | 18.90%-7.2pp | 29.41%-17.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $2,449 | $2,368+3.4% | $3,022-19.0% | $2,756-11.1% |
| Participant deferral / active EE | $6,135 | $4,119+48.9% | $5,054+21.4% | $4,297+42.8% |
| Admin fee / account holder | $9,411 | $8,049+16.9% | $9,451-0.4% | $6,935+35.7% |