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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 | $93,578 | $99,875-6.3% | $146,866-36.3% | $86,983+7.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 15.22% | 28.10%-12.9pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,468 | $3,224-54.5% | $4,425-66.8% | $2,584-43.2% |
| Participant deferral / active EE | $8,677 | $6,322+37.2% | $7,759+11.8% | $4,194+106.9% |
| Admin fee / account holder | $7,601 | $7,838-3.0% | $13,620-44.2% | $7,856-3.2% |