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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 | $81,702 | $81,262+0.5% | $155,602-47.5% | $80,911+1.0% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 11.12% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,429 | $3,102-21.7% | $4,675-48.0% | $2,756-11.8% |
| Participant deferral / active EE | $3,079 | $3,451-10.8% | $5,629-45.3% | $4,297-28.3% |
| Admin fee / account holder | $2,848 | $7,992-64.4% | $15,923-82.1% | $6,935-58.9% |