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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 | $81,743 | $81,487+0.3% | $102,412-20.2% | $80,935+1.0% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.7%+10.9pp |
| Annual return | 21.83% | 25.60%-3.8pp | 24.94%-3.1pp | 35.66%-13.8pp |
| Employer contribution / active EE | $1,691 | $3,103-45.5% | $3,870-56.3% | $2,757-38.6% |
| Participant deferral / active EE | $3,497 | $3,871-9.6% | $5,060-30.9% | $4,299-18.7% |
| Admin fee / account holder | $5,339 | $6,717-20.5% | $8,388-36.3% | $6,924-22.9% |