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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 | $94,089 | $110,212-14.6% | $96,534-2.5% | $139,466-32.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 15.04% | 26.42%-11.4pp | 25.88%-10.8pp | 373.66%-358.6pp |
| Employer contribution / active EE | $4,372 | $3,620+20.8% | $2,965+47.4% | $4,754-8.0% |
| Participant deferral / active EE | $6,383 | $5,547+15.1% | $4,851+31.6% | $6,712-4.9% |
| Admin fee / account holder | $2,744 | $11,599-76.3% | $8,253-66.8% | $11,409-76.0% |