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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 | $84,741 | $87,106-2.7% | $105,607-19.8% | $80,935+4.7% |
| Participation rate | 96.5% | 70.4%+26.1pp | 75.3%+21.2pp | 67.7%+28.8pp |
| Annual return | 15.93% | 17.01%-1.1pp | 116.11%-100.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,866 | $2,396-22.1% | $3,167-41.1% | $2,757-32.3% |
| Participant deferral / active EE | $3,754 | $3,986-5.8% | $5,011-25.1% | $4,299-12.7% |
| Admin fee / account holder | $4,494 | $8,447-46.8% | $10,958-59.0% | $6,924-35.1% |