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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 | $80,277 | $72,492+10.7% | $87,104-7.8% | $72,975+10.0% |
| Participation rate | 93.0% | 72.8%+20.1pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,836 | $1,894-3.0% | $2,521-27.2% | $2,440-24.7% |
| Participant deferral / active EE | $5,045 | $3,270+54.3% | $4,048+24.6% | $3,608+39.8% |
| Admin fee / account holder | $770 | $5,055-84.8% | $7,491-89.7% | $5,124-85.0% |