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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 | $80,672 | $79,944+0.9% | $98,441-18.1% | $75,173+7.3% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 13.21% | 19.75%-6.5pp | 21.16%-7.9pp | 160.65%-147.4pp |
| Employer contribution / active EE | $2,329 | $2,264+2.9% | $3,048-23.6% | $2,670-12.8% |
| Participant deferral / active EE | $6,602 | $3,752+76.0% | $4,738+39.3% | $4,126+60.0% |
| Admin fee / account holder | $4,149 | $6,840-39.3% | $8,960-53.7% | $5,651-26.6% |