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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 | $110,698 | $81,504+35.8% | $102,437+8.1% | $80,959+36.7% |
| Participation rate | 98.9% | 66.9%+32.1pp | 74.5%+24.4pp | 67.7%+31.3pp |
| Annual return | 14.00% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,505 | $3,104-19.3% | $3,871-35.3% | $2,757-9.2% |
| Participant deferral / active EE | $4,584 | $3,871+18.4% | $5,060-9.4% | $4,300+6.6% |
| Admin fee / account holder | $328 | $6,719-95.1% | $8,388-96.1% | $6,925-95.3% |