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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 | $81,339 | $104,098-21.9% | $140,514-42.1% | $94,015-13.5% |
| Participation rate | 96.7% | 73.7%+23.0pp | 77.8%+18.9pp | 70.8%+25.9pp |
| Annual return | 12.00% | 15.14%-3.1pp | 14.36%-2.4pp | 17.84%-5.8pp |
| Employer contribution / active EE | $4,088 | $2,388+71.2% | $3,378+21.0% | $2,790+46.5% |
| Participant deferral / active EE | $3,610 | $4,033-10.5% | $4,919-26.6% | $4,249-15.0% |
| Admin fee / account holder | $7,438 | $10,439-28.7% | $13,697-45.7% | $8,951-16.9% |