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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 | $59,440+37.7% | $78,004+5.0% | $82,637-0.9% |
| Participation rate | 93.1% | 62.8%+30.3pp | 69.4%+23.7pp | 68.1%+25.0pp |
| Annual return | 18.14% | 40.24%-22.1pp | 31.07%-12.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,643 | $1,750-6.1% | $2,469-33.4% | $2,552-35.6% |
| Participant deferral / active EE | $6,380 | $3,138+103.3% | $4,092+55.9% | $4,126+54.6% |
| Admin fee / account holder | $4,341 | $5,504-21.1% | $7,578-42.7% | $7,339-40.9% |