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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 | $73,628 | $72,607+1.4% | $90,259-18.4% | $87,485-15.8% |
| Participation rate | 81.0% | 64.8%+16.1pp | 70.7%+10.2pp | 68.9%+12.0pp |
| Annual return | 16.03% | 18.59%-2.6pp | 18.88%-2.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,085 | $1,919+60.7% | $2,291+34.6% | $2,596+18.8% |
| Participant deferral / active EE | $2,057 | $3,055-32.7% | $3,827-46.2% | $4,274-51.9% |
| Admin fee / account holder | $1,046 | $5,947-82.4% | $7,267-85.6% | $7,775-86.6% |