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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 | $81,487+3.4% | $102,412-17.7% | $80,935+4.1% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.7%+26.9pp |
| Annual return | 10.57% | 25.60%-15.0pp | 24.94%-14.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $4,918 | $3,103+58.5% | $3,870+27.1% | $2,757+78.4% |
| Participant deferral / active EE | $5,255 | $3,871+35.8% | $5,060+3.9% | $4,299+22.2% |
| Admin fee / account holder | $6,180 | $6,717-8.0% | $8,388-26.3% | $6,924-10.8% |