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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 | $97,322 | $81,476+19.4% | $102,383-4.9% | $80,925+20.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.7%+23.3pp |
| Annual return | 16.71% | 25.59%-8.9pp | 24.94%-8.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,588 | $3,105+15.6% | $3,870-7.3% | $2,756+30.2% |
| Participant deferral / active EE | $6,107 | $3,871+57.8% | $5,060+20.7% | $4,299+42.1% |
| Admin fee / account holder | $1,481 | $6,717-78.0% | $8,391-82.4% | $6,940-78.7% |