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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 | $77,762 | $86,949-10.6% | $102,460-24.1% | $80,959-3.9% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.7%+23.6pp |
| Annual return | 15.80% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,438 | $2,370+2.9% | $3,025-19.4% | $2,757-11.6% |
| Participant deferral / active EE | $4,631 | $4,121+12.4% | $5,056-8.4% | $4,300+7.7% |
| Admin fee / account holder | $568 | $8,048-92.9% | $9,460-94.0% | $6,925-91.8% |