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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 | $77,087 | $86,949-11.3% | $102,460-24.8% | $80,959-4.8% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.7%+20.9pp |
| Annual return | 10.45% | 18.89%-8.4pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,357 | $2,370-0.5% | $3,025-22.1% | $2,757-14.5% |
| Participant deferral / active EE | $4,794 | $4,121+16.3% | $5,056-5.2% | $4,300+11.5% |
| Admin fee / account holder | $7,126 | $8,048-11.5% | $9,460-24.7% | $6,925+2.9% |