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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 | $80,289 | $95,453-15.9% | $112,040-28.3% | $82,448-2.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 15.63% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,090 | $2,318+76.5% | $2,954+38.5% | $2,551+60.3% |
| Participant deferral / active EE | $8,658 | $4,224+105.0% | $5,098+69.8% | $4,139+109.2% |
| Admin fee / account holder | $4,639 | $9,013-48.5% | $12,098-61.7% | $7,234-35.9% |