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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 | $63,131 | $67,602-6.6% | $82,312-23.3% | $70,126-10.0% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 16.94% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,838 | $1,755+61.7% | $2,428+16.9% | $2,343+21.2% |
| Participant deferral / active EE | $3,451 | $2,987+15.5% | $3,706-6.9% | $3,332+3.6% |
| Admin fee / account holder | $8,995 | $4,512+99.4% | $5,608+60.4% | $4,645+93.6% |