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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 | $92,489 | $77,896+18.7% | $134,172-31.1% | $82,448+12.2% |
| Participation rate | 97.0% | 62.8%+34.2pp | 72.5%+24.5pp | 68.1%+28.9pp |
| Annual return | 16.31% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,583 | $2,159+158.6% | $3,420+63.2% | $2,551+118.9% |
| Participant deferral / active EE | $3,288 | $3,162+4.0% | $4,690-29.9% | $4,139-20.6% |
| Admin fee / account holder | $1,371 | $6,336-78.4% | $12,016-88.6% | $7,234-81.1% |