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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 | $71,168 | $94,436-24.6% | $115,599-38.4% | $82,637-13.9% |
| Participation rate | 97.0% | 70.4%+26.5pp | 74.3%+22.7pp | 68.1%+28.9pp |
| Annual return | 18.24% | 18.37%-0.1pp | 111.10%-92.9pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,681 | $2,324+15.4% | $2,955-9.3% | $2,552+5.0% |
| Participant deferral / active EE | $6,025 | $3,955+52.3% | $4,889+23.2% | $4,126+46.0% |
| Admin fee / account holder | $16,867 | $10,328+63.3% | $12,841+31.4% | $7,339+129.8% |