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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 | $82,357 | $81,504+1.0% | $102,437-19.6% | $80,959+1.7% |
| Participation rate | 94.4% | 66.9%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 13.84% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,438 | $3,104-21.4% | $3,871-37.0% | $2,757-11.6% |
| Participant deferral / active EE | $3,906 | $3,871+0.9% | $5,060-22.8% | $4,300-9.2% |
| Admin fee / account holder | $13,820 | $6,719+105.7% | $8,388+64.8% | $6,925+99.6% |