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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 | $84,271 | $81,446+3.5% | $103,374-18.5% | $80,874+4.2% |
| Participation rate | 94.6% | 66.9%+27.7pp | 74.5%+20.1pp | 67.6%+26.9pp |
| Annual return | 10.57% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $4,918 | $3,107+58.3% | $3,869+27.1% | $2,756+78.5% |
| Participant deferral / active EE | $5,255 | $3,870+35.8% | $5,058+3.9% | $4,297+22.3% |
| Admin fee / account holder | $6,180 | $6,715-8.0% | $8,394-26.4% | $6,935-10.9% |