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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 | $86,879 | $114,712-24.3% | $173,730-50.0% | $87,485-0.7% |
| Participation rate | 95.7% | 73.0%+22.7pp | 79.6%+16.1pp | 68.9%+26.7pp |
| Annual return | 16.63% | 20.18%-3.5pp | 19.96%-3.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,397 | $2,904+17.0% | $4,577-25.8% | $2,596+30.8% |
| Participant deferral / active EE | $5,752 | $4,642+23.9% | $6,326-9.1% | $4,274+34.6% |
| Admin fee / account holder | $4,094 | $10,210-59.9% | $17,523-76.6% | $7,775-47.3% |