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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 | $84,880 | $81,457+4.2% | $103,378-17.9% | $80,911+4.9% |
| Participation rate | 74.6% | 66.8%+7.8pp | 74.5%+0.1pp | 67.6%+7.0pp |
| Annual return | 12.25% | 25.58%-13.3pp | 24.91%-12.7pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,299 | $3,107-58.2% | $3,870-66.4% | $2,756-52.9% |
| Participant deferral / active EE | $6,812 | $3,871+76.0% | $5,058+34.7% | $4,297+58.5% |
| Admin fee / account holder | $2,989 | $6,717-55.5% | $8,401-64.4% | $6,935-56.9% |