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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 | $102,802 | $101,795+1.0% | $165,100-37.7% | $80,959+27.0% |
| Participation rate | 86.8% | 71.8%+14.9pp | 78.6%+8.1pp | 67.7%+19.1pp |
| Annual return | 16.61% | 16.73%-0.1pp | 70.21%-53.6pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,011 | $2,954-31.9% | $4,348-53.8% | $2,757-27.1% |
| Participant deferral / active EE | $3,327 | $4,476-25.7% | $6,035-44.9% | $4,300-22.6% |
| Admin fee / account holder | $1,040 | $8,221-87.3% | $12,696-91.8% | $6,925-85.0% |