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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 | $75,396 | $78,428-3.9% | $95,960-21.4% | $79,852-5.6% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 15.45% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,353 | $1,945-30.4% | $2,541-46.8% | $2,471-45.2% |
| Participant deferral / active EE | $3,866 | $3,440+12.4% | $4,167-7.2% | $3,740+3.3% |
| Admin fee / account holder | $776 | $5,622-86.2% | $6,797-88.6% | $5,306-85.4% |