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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 | $81,446+4.1% | $103,374-18.0% | $80,874+4.8% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 15.55% | 25.57%-10.0pp | 24.89%-9.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,687 | $3,107-45.7% | $3,869-56.4% | $2,756-38.8% |
| Participant deferral / active EE | $6,096 | $3,870+57.5% | $5,058+20.5% | $4,297+41.9% |
| Admin fee / account holder | $23,885 | $6,715+255.7% | $8,394+184.5% | $6,935+244.4% |