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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 | $89,944 | $76,834+17.1% | $108,359-17.0% | $87,485+2.8% |
| Participation rate | 95.7% | 61.7%+34.0pp | 70.1%+25.6pp | 68.9%+26.8pp |
| Annual return | 14.98% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,644 | $1,556+69.9% | $2,399+10.2% | $2,596+1.9% |
| Participant deferral / active EE | $5,536 | $3,100+78.6% | $4,137+33.8% | $4,274+29.5% |
| Admin fee / account holder | $6,157 | $6,537-5.8% | $9,741-36.8% | $7,775-20.8% |