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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 | $89,103 | $99,875-10.8% | $146,866-39.3% | $86,983+2.4% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 18.77% | 28.10%-9.3pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $2,555 | $3,224-20.8% | $4,425-42.3% | $2,584-1.2% |
| Participant deferral / active EE | $4,298 | $6,322-32.0% | $7,759-44.6% | $4,194+2.5% |
| Admin fee / account holder | $434 | $7,838-94.5% | $13,620-96.8% | $7,856-94.5% |