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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 | $86,173 | $81,457+5.8% | $103,378-16.6% | $80,911+6.5% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 14.87% | 25.58%-10.7pp | 24.91%-10.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $4,470 | $3,107+43.8% | $3,870+15.5% | $2,756+62.2% |
| Participant deferral / active EE | $2,802 | $3,871-27.6% | $5,058-44.6% | $4,297-34.8% |
| Admin fee / account holder | $2,976 | $6,717-55.7% | $8,401-64.6% | $6,935-57.1% |