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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 | $81,592 | $94,031-13.2% | $115,768-29.5% | $82,448-1.0% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.4%+21.3pp | 68.1%+27.6pp |
| Annual return | 13.71% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,078 | $2,323+32.5% | $2,940+4.7% | $2,551+20.7% |
| Participant deferral / active EE | $6,473 | $3,972+63.0% | $4,917+31.6% | $4,139+56.4% |
| Admin fee / account holder | $6,437 | $10,249-37.2% | $12,439-48.3% | $7,234-11.0% |