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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 | $81,854 | $110,137-25.7% | $161,149-49.2% | $82,637-0.9% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 16.71% | 20.69%-4.0pp | 21.16%-4.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,159 | $2,856-24.4% | $4,360-50.5% | $2,552-15.4% |
| Participant deferral / active EE | $4,232 | $4,575-7.5% | $6,153-31.2% | $4,126+2.6% |
| Admin fee / account holder | $1,428 | $9,467-84.9% | $15,194-90.6% | $7,339-80.5% |