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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 | $85,549 | $86,938-1.6% | $102,423-16.5% | $80,925+5.7% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.7%+29.5pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.42%-16.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,932 | $4,120+44.0% | $5,054+17.4% | $4,299+38.0% |
| Admin fee / account holder | $6,097 | $8,053-24.3% | $9,455-35.5% | $6,940-12.1% |