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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 | $72,265 | $78,197-7.6% | $98,090-26.3% | $82,637-12.6% |
| Participation rate | 84.8% | 77.5%+7.4pp | 81.5%+3.3pp | 68.1%+16.8pp |
| Annual return | 36.25% | 40.25%-4.0pp | 37.05%-0.8pp | 53.51%-17.3pp |
| Employer contribution / active EE | $3,338 | $2,605+28.2% | $3,606-7.4% | $2,552+30.8% |
| Participant deferral / active EE | $7,304 | $6,636+10.1% | $7,845-6.9% | $4,126+77.0% |
| Admin fee / account holder | $1,778 | $14,832-88.0% | $11,815-85.0% | $7,339-75.8% |