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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 | $86,940-1.6% | $102,434-16.5% | $80,935+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 | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,932 | $4,121+43.9% | $5,055+17.3% | $4,299+38.0% |
| Admin fee / account holder | $6,097 | $8,047-24.2% | $9,462-35.6% | $6,924-11.9% |