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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 | $83,898 | $81,476+3.0% | $102,383-18.1% | $80,925+3.7% |
| Participation rate | 86.5% | 66.8%+19.7pp | 74.5%+12.0pp | 67.7%+18.9pp |
| Annual return | 11.41% | 25.59%-14.2pp | 24.94%-13.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,763 | $3,105-43.2% | $3,870-54.4% | $2,756-36.0% |
| Participant deferral / active EE | $4,652 | $3,871+20.2% | $5,060-8.1% | $4,299+8.2% |
| Admin fee / account holder | $905 | $6,717-86.5% | $8,391-89.2% | $6,940-87.0% |