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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 | $80,453 | $81,457-1.2% | $103,378-22.2% | $80,911-0.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 24.63% | 25.58%-0.9pp | 24.91%-0.3pp | 35.63%-11.0pp |
| Employer contribution / active EE | $2,020 | $3,107-35.0% | $3,870-47.8% | $2,756-26.7% |
| Participant deferral / active EE | $4,511 | $3,871+16.5% | $5,058-10.8% | $4,297+5.0% |
| Admin fee / account holder | $1,396 | $6,717-79.2% | $8,401-83.4% | $6,935-79.9% |