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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 | $94,781 | $94,031+0.8% | $115,768-18.1% | $82,448+15.0% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.4%+18.7pp | 68.1%+25.0pp |
| Annual return | 17.36% | 20.61%-3.2pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,965 | $2,323+27.6% | $2,940+0.9% | $2,551+16.2% |
| Participant deferral / active EE | $3,889 | $3,972-2.1% | $4,917-20.9% | $4,139-6.1% |
| Admin fee / account holder | $7,965 | $10,249-22.3% | $12,439-36.0% | $7,234+10.1% |