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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 | $81,487+4.2% | $102,412-17.1% | $80,935+4.9% |
| Participation rate | 74.6% | 66.8%+7.8pp | 74.5%+0.1pp | 67.7%+7.0pp |
| Annual return | 12.25% | 25.60%-13.3pp | 24.94%-12.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,299 | $3,103-58.1% | $3,870-66.4% | $2,757-52.9% |
| Participant deferral / active EE | $6,812 | $3,871+76.0% | $5,060+34.6% | $4,299+58.4% |
| Admin fee / account holder | $2,989 | $6,717-55.5% | $8,388-64.4% | $6,924-56.8% |