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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 | $83,171 | $80,992+2.7% | $96,534-13.8% | $75,173+10.6% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+29.9pp |
| Annual return | 15.25% | 27.05%-11.8pp | 25.88%-10.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $8,016 | $2,283+251.2% | $2,965+170.3% | $2,671+200.1% |
| Participant deferral / active EE | $6,605 | $3,929+68.1% | $4,851+36.2% | $4,126+60.1% |
| Admin fee / account holder | $3,558 | $6,717-47.0% | $8,253-56.9% | $5,651-37.0% |