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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 | $76,401 | $78,197-2.3% | $98,090-22.1% | $82,637-7.5% |
| Participation rate | 92.6% | 77.5%+15.1pp | 81.5%+11.0pp | 68.1%+24.5pp |
| Annual return | 16.96% | 40.25%-23.3pp | 37.05%-20.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,785 | $2,605+45.3% | $3,606+4.9% | $2,552+48.3% |
| Participant deferral / active EE | $4,190 | $6,636-36.9% | $7,845-46.6% | $4,126+1.5% |
| Admin fee / account holder | $6,796 | $14,832-54.2% | $11,815-42.5% | $7,339-7.4% |