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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 | $76,863 | $84,953-9.5% | $163,379-53.0% | $82,637-7.0% |
| Participation rate | 98.4% | 65.9%+32.5pp | 76.8%+21.6pp | 68.1%+30.4pp |
| Annual return | 16.78% | 23.07%-6.3pp | 63.41%-46.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,933 | $2,183+34.4% | $3,752-21.8% | $2,552+14.9% |
| Participant deferral / active EE | $5,441 | $4,326+25.8% | $6,282-13.4% | $4,126+31.9% |
| Admin fee / account holder | $2,133 | $7,921-73.1% | $9,818-78.3% | $7,339-70.9% |