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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 | $85,290 | $72,269+18.0% | $101,271-15.8% | $79,852+6.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.24% | 22.29%-10.0pp | 46.48%-34.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,649 | $2,692-38.7% | $3,660-54.9% | $2,471-33.3% |
| Participant deferral / active EE | $3,542 | $3,282+7.9% | $4,371-19.0% | $3,740-5.3% |
| Admin fee / account holder | $4,584 | $4,401+4.2% | $5,948-22.9% | $5,306-13.6% |