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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 | $101,885 | $97,550+4.4% | $120,344-15.3% | $87,485+16.5% |
| Participation rate | 90.6% | 72.8%+17.7pp | 76.7%+13.9pp | 68.9%+21.6pp |
| Annual return | 12.77% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $801 | $2,291-65.0% | $3,020-73.5% | $2,596-69.2% |
| Participant deferral / active EE | $8,211 | $4,230+94.1% | $5,135+59.9% | $4,274+92.1% |
| Admin fee / account holder | $5,041 | $9,543-47.2% | $12,742-60.4% | $7,775-35.2% |