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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 | $69,186 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 98.6% | 75.6%+22.9pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,822 | $3,444+11.0% | $4,554-16.1% | $2,551+49.8% |
| Participant deferral / active EE | $8,024 | $6,519+23.1% | $7,897+1.6% | $4,139+93.9% |
| Admin fee / account holder | $8,086 | $8,390-3.6% | $13,129-38.4% | $7,234+11.8% |