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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 | $80,956 | $81,504-0.7% | $102,437-21.0% | $80,9590% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 15.85% | 25.60%-9.7pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,943 | $3,104+27.1% | $3,871+1.9% | $2,757+43.0% |
| Participant deferral / active EE | $8,451 | $3,871+118.3% | $5,060+67.0% | $4,300+96.5% |
| Admin fee / account holder | $14,875 | $6,719+121.4% | $8,388+77.3% | $6,925+114.8% |