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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 | $83,367 | $80,992+2.9% | $96,534-13.6% | $75,173+10.9% |
| Participation rate | 76.4% | 71.8%+4.6pp | 76.0%+0.4pp | 67.2%+9.2pp |
| Annual return | 15.13% | 27.05%-11.9pp | 25.88%-10.8pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,589 | $2,283-30.4% | $2,965-46.4% | $2,671-40.5% |
| Participant deferral / active EE | $2,106 | $3,929-46.4% | $4,851-56.6% | $4,126-49.0% |
| Admin fee / account holder | $1,529 | $6,717-77.2% | $8,253-81.5% | $5,651-72.9% |