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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 | $89,004 | $86,050+3.4% | $189,758-53.1% | $94,015-5.3% |
| Participation rate | 98.6% | 68.9%+29.7pp | 79.8%+18.9pp | 70.8%+27.8pp |
| Annual return | 13.05% | 17.77%-4.7pp | 52.62%-39.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $3,011 | $2,819+6.8% | $4,767-36.8% | $2,790+7.9% |
| Participant deferral / active EE | $3,757 | $3,349+12.2% | $5,856-35.8% | $4,249-11.6% |
| Admin fee / account holder | $7,373 | $6,627+11.3% | $20,388-63.8% | $8,951-17.6% |