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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 | $82,618 | $81,504+1.4% | $102,437-19.3% | $80,959+2.0% |
| Participation rate | 91.2% | 66.9%+24.4pp | 74.5%+16.7pp | 67.7%+23.6pp |
| Annual return | 12.08% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,725 | $3,104+20.0% | $3,871-3.8% | $2,757+35.1% |
| Participant deferral / active EE | $8,141 | $3,871+110.3% | $5,060+60.9% | $4,300+89.3% |
| Admin fee / account holder | $3,379 | $6,719-49.7% | $8,388-59.7% | $6,925-51.2% |