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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 | $97,550-16.6% | $120,344-32.4% | $87,485-7.0% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.7%+20.0pp | 68.9%+27.8pp |
| Annual return | 12.00% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $4,088 | $2,291+78.5% | $3,020+35.4% | $2,596+57.5% |
| Participant deferral / active EE | $3,610 | $4,230-14.6% | $5,135-29.7% | $4,274-15.5% |
| Admin fee / account holder | $7,438 | $9,543-22.0% | $12,742-41.6% | $7,775-4.3% |