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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 | $84,775 | $81,504+4.0% | $102,437-17.2% | $80,959+4.7% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 15.55% | 25.60%-10.0pp | 24.95%-9.4pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,687 | $3,104-45.6% | $3,871-56.4% | $2,757-38.8% |
| Participant deferral / active EE | $6,096 | $3,871+57.5% | $5,060+20.5% | $4,300+41.8% |
| Admin fee / account holder | $23,885 | $6,719+255.5% | $8,388+184.7% | $6,925+244.9% |