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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 | $85,243 | $99,875-14.7% | $146,866-42.0% | $86,983-2.0% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 14.48% | 28.10%-13.6pp | 102.85%-88.4pp | 25.83%-11.3pp |
| Employer contribution / active EE | $3,091 | $3,224-4.1% | $4,425-30.1% | $2,584+19.6% |
| Participant deferral / active EE | $6,009 | $6,322-5.0% | $7,759-22.6% | $4,194+43.3% |
| Admin fee / account holder | $7,489 | $7,838-4.4% | $13,620-45.0% | $7,856-4.7% |