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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 | $75,114 | $74,535+0.8% | $100,712-25.4% | $82,637-9.1% |
| Participation rate | 96.7% | 61.2%+35.5pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 21.04% | 18.92%+2.1pp | 33.27%-12.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,619 | $1,503+7.7% | $2,313-30.0% | $2,552-36.6% |
| Participant deferral / active EE | $3,186 | $3,074+3.6% | $4,085-22.0% | $4,126-22.8% |
| Admin fee / account holder | $1,029 | $6,576-84.3% | $9,256-88.9% | $7,339-86.0% |