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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 | $77,944 | $89,515-12.9% | $103,065-24.4% | $80,959-3.7% |
| Participation rate | 84.4% | 76.0%+8.4pp | 80.6%+3.9pp | 67.7%+16.8pp |
| Annual return | 14.72% | 22.82%-8.1pp | 23.95%-9.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,011 | $4,015-0.1% | $4,675-14.2% | $2,757+45.5% |
| Participant deferral / active EE | $11,475 | $5,463+110.1% | $6,625+73.2% | $4,300+166.8% |
| Admin fee / account holder | $2,689 | $6,527-58.8% | $9,349-71.2% | $6,925-61.2% |