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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 | $87,390 | $104,098-16.1% | $140,514-37.8% | $94,015-7.0% |
| Participation rate | 98.0% | 73.7%+24.3pp | 77.8%+20.2pp | 70.8%+27.1pp |
| Annual return | 16.13% | 15.14%+1.0pp | 14.36%+1.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $2,289 | $2,388-4.1% | $3,378-32.2% | $2,790-18.0% |
| Participant deferral / active EE | $6,559 | $4,033+62.6% | $4,919+33.4% | $4,249+54.3% |
| Admin fee / account holder | $12,600 | $10,439+20.7% | $13,697-8.0% | $8,951+40.8% |