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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 | $70,197 | $77,574-9.5% | $108,753-35.5% | $86,983-19.3% |
| Participation rate | 89.7% | 62.3%+27.4pp | 71.1%+18.6pp | 69.5%+20.2pp |
| Annual return | 12.83% | 18.42%-5.6pp | 37.47%-24.6pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,304 | $1,611-19.0% | $2,427-46.2% | $2,584-49.5% |
| Participant deferral / active EE | $4,125 | $3,128+31.9% | $4,115+0.2% | $4,194-1.6% |
| Admin fee / account holder | $7,757 | $6,529+18.8% | $10,320-24.8% | $7,856-1.3% |