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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 | $89,538 | $101,763-12.0% | $164,866-45.7% | $80,874+10.7% |
| Participation rate | 94.5% | 71.8%+22.7pp | 78.6%+15.9pp | 67.6%+26.9pp |
| Annual return | 13.21% | 16.73%-3.5pp | 69.97%-56.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,897 | $2,954-35.8% | $4,343-56.3% | $2,756-31.2% |
| Participant deferral / active EE | $2,522 | $4,477-43.7% | $6,033-58.2% | $4,297-41.3% |
| Admin fee / account holder | $8,957 | $8,228+8.9% | $12,689-29.4% | $6,935+29.1% |