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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 | $85,626 | $87,132-1.7% | $105,624-18.9% | $80,959+5.8% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 13.27% | 17.03%-3.8pp | 116.20%-102.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,078 | $2,397+70.1% | $3,168+28.7% | $2,757+47.9% |
| Participant deferral / active EE | $4,470 | $3,985+12.2% | $5,013-10.8% | $4,300+3.9% |
| Admin fee / account holder | $8,295 | $8,449-1.8% | $10,961-24.3% | $6,925+19.8% |