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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 | $82,430 | $81,504+1.1% | $102,437-19.5% | $80,959+1.8% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 21.22% | 25.60%-4.4pp | 24.95%-3.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $3,111 | $3,104+0.2% | $3,871-19.6% | $2,757+12.8% |
| Participant deferral / active EE | $3,175 | $3,871-18.0% | $5,060-37.2% | $4,300-26.2% |
| Admin fee / account holder | $560 | $6,719-91.7% | $8,388-93.3% | $6,925-91.9% |