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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 | $78,111 | $106,749-26.8% | $145,433-46.3% | $82,448-5.3% |
| Participation rate | 88.1% | 75.6%+12.5pp | 82.1%+6.0pp | 68.1%+20.1pp |
| Annual return | 21.61% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,049 | $3,444-11.5% | $4,554-33.1% | $2,551+19.5% |
| Participant deferral / active EE | $6,475 | $6,519-0.7% | $7,897-18.0% | $4,139+56.4% |
| Admin fee / account holder | $687 | $8,390-91.8% | $13,129-94.8% | $7,234-90.5% |