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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 | $79,894+15.8% | $135,792-31.9% | $82,637+11.9% |
| Participation rate | 97.0% | 63.0%+34.0pp | 72.6%+24.4pp | 68.1%+28.9pp |
| Annual return | 16.31% | 17.20%-0.9pp | 25.96%-9.6pp | 53.51%-37.2pp |
| Employer contribution / active EE | $5,583 | $2,165+157.9% | $3,496+59.7% | $2,552+118.8% |
| Participant deferral / active EE | $3,288 | $3,194+2.9% | $4,759-30.9% | $4,126-20.3% |
| Admin fee / account holder | $1,371 | $6,434-78.7% | $12,266-88.8% | $7,339-81.3% |