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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 | $97,550-10.4% | $120,344-27.4% | $87,485-0.1% |
| Participation rate | 98.0% | 72.8%+25.1pp | 76.7%+21.2pp | 68.9%+29.0pp |
| Annual return | 16.13% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,289 | $2,291-0.1% | $3,020-24.2% | $2,596-11.8% |
| Participant deferral / active EE | $6,559 | $4,230+55.1% | $5,135+27.7% | $4,274+53.5% |
| Admin fee / account holder | $12,600 | $9,543+32.0% | $12,742-1.1% | $7,775+62.1% |