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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 | $96,244 | $86,050+11.8% | $189,758-49.3% | $94,015+2.4% |
| Participation rate | 97.4% | 68.9%+28.5pp | 79.8%+17.6pp | 70.8%+26.5pp |
| Annual return | 11.94% | 17.77%-5.8pp | 52.62%-40.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,584 | $2,819-8.4% | $4,767-45.8% | $2,790-7.4% |
| Participant deferral / active EE | $3,593 | $3,349+7.3% | $5,856-38.6% | $4,249-15.4% |
| Admin fee / account holder | $1,354 | $6,627-79.6% | $20,388-93.4% | $8,951-84.9% |