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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 | $101,763+1.0% | $164,866-37.6% | $80,874+27.1% |
| Participation rate | 86.8% | 71.8%+14.9pp | 78.6%+8.2pp | 67.6%+19.1pp |
| Annual return | 16.61% | 16.73%-0.1pp | 69.97%-53.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,011 | $2,954-31.9% | $4,343-53.7% | $2,756-27.0% |
| Participant deferral / active EE | $3,327 | $4,477-25.7% | $6,033-44.8% | $4,297-22.6% |
| Admin fee / account holder | $1,040 | $8,228-87.4% | $12,689-91.8% | $6,935-85.0% |