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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 | $98,954 | $73,787+34.1% | $98,716+0.2% | $82,448+20.0% |
| Participation rate | 89.5% | 61.4%+28.1pp | 69.3%+20.2pp | 68.1%+21.4pp |
| Annual return | 13.43% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $905 | $1,511-40.1% | $2,279-60.3% | $2,551-64.5% |
| Participant deferral / active EE | $3,220 | $3,081+4.5% | $4,048-20.4% | $4,139-22.2% |
| Admin fee / account holder | $2,758 | $6,500-57.6% | $8,703-68.3% | $7,234-61.9% |