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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 | $80,378 | $86,949-7.6% | $102,460-21.6% | $80,959-0.7% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.7%+20.6pp |
| Annual return | 12.28% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,459 | $2,370+3.8% | $3,025-18.7% | $2,757-10.8% |
| Participant deferral / active EE | $4,621 | $4,121+12.1% | $5,056-8.6% | $4,300+7.5% |
| Admin fee / account holder | $19,850 | $8,048+146.7% | $9,460+109.8% | $6,925+186.6% |