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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 | $97,648-16.4% | $121,663-32.9% | $87,485-6.7% |
| Participation rate | 95.7% | 70.5%+25.2pp | 74.5%+21.2pp | 68.9%+26.7pp |
| Annual return | 13.71% | 18.03%-4.3pp | 147.54%-133.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $3,078 | $2,300+33.8% | $3,020+1.9% | $2,596+18.6% |
| Participant deferral / active EE | $6,473 | $3,923+65.0% | $4,887+32.4% | $4,274+51.5% |
| Admin fee / account holder | $6,437 | $11,100-42.0% | $14,289-54.9% | $7,775-17.2% |