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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 | $74,596 | $80,992-7.9% | $96,534-22.7% | $75,173-0.8% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 13.25% | 27.05%-13.8pp | 25.88%-12.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,649 | $2,283+16.1% | $2,965-10.7% | $2,671-0.8% |
| Participant deferral / active EE | $4,053 | $3,929+3.2% | $4,851-16.4% | $4,126-1.8% |
| Admin fee / account holder | $4,345 | $6,717-35.3% | $8,253-47.3% | $5,651-23.1% |