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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 | $89,594 | $81,446+10.0% | $103,374-13.3% | $80,874+10.8% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 14.13% | 25.57%-11.4pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,182 | $3,107+2.4% | $3,869-17.8% | $2,756+15.5% |
| Participant deferral / active EE | $7,197 | $3,870+86.0% | $5,058+42.3% | $4,297+67.5% |
| Admin fee / account holder | $1,119 | $6,715-83.3% | $8,394-86.7% | $6,935-83.9% |