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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 | $81,877 | $58,627+39.7% | $76,735+6.7% | $82,448-0.7% |
| Participation rate | 93.1% | 63.2%+29.9pp | 69.5%+23.6pp | 68.1%+25.0pp |
| Annual return | 18.14% | 39.10%-21.0pp | 29.77%-11.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,643 | $1,729-5.0% | $2,454-33.1% | $2,551-35.6% |
| Participant deferral / active EE | $6,380 | $3,134+103.6% | $4,088+56.1% | $4,139+54.1% |
| Admin fee / account holder | $4,341 | $5,323-18.4% | $7,189-39.6% | $7,234-40.0% |