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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 | $84,909 | $81,446+4.3% | $103,374-17.9% | $80,874+5.0% |
| Participation rate | 73.2% | 66.9%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 10.78% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,629 | $3,107-47.6% | $3,869-57.9% | $2,756-40.9% |
| Participant deferral / active EE | $5,062 | $3,870+30.8% | $5,058+0.1% | $4,297+17.8% |
| Admin fee / account holder | $2,198 | $6,715-67.3% | $8,394-73.8% | $6,935-68.3% |