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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 | $102,055 | $81,504+25.2% | $102,437-0.4% | $80,959+26.1% |
| Participation rate | 93.3% | 66.9%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 13.60% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,496 | $3,104-19.6% | $3,871-35.5% | $2,757-9.5% |
| Participant deferral / active EE | $8,727 | $3,871+125.5% | $5,060+72.5% | $4,300+102.9% |
| Admin fee / account holder | $12,840 | $6,719+91.1% | $8,388+53.1% | $6,925+85.4% |