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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 | $87,855 | $71,197+23.4% | $93,669-6.2% | $80,925+8.6% |
| Participation rate | 90.8% | 60.4%+30.4pp | 68.7%+22.0pp | 67.7%+23.1pp |
| Annual return | 12.64% | 11.27%+1.4pp | 133.59%-121.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,730 | $1,565+10.6% | $2,424-28.6% | $2,756-37.2% |
| Participant deferral / active EE | $3,600 | $4,036-10.8% | $4,416-18.5% | $4,299-16.3% |
| Admin fee / account holder | $3,999 | $6,959-42.5% | $8,291-51.8% | $6,940-42.4% |