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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 | $77,594 | $78,520-1.2% | $96,576-19.7% | $82,448-5.9% |
| Participation rate | 96.7% | 77.7%+19.0pp | 81.4%+15.3pp | 68.1%+28.6pp |
| Annual return | 19.43% | 41.30%-21.9pp | 38.47%-19.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,444 | $2,630-45.1% | $3,553-59.4% | $2,551-43.4% |
| Participant deferral / active EE | $7,305 | $6,754+8.2% | $7,956-8.2% | $4,139+76.5% |
| Admin fee / account holder | $2,218 | $13,455-83.5% | $11,381-80.5% | $7,234-69.3% |