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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 | $68,559 | $68,852-0.4% | $120,524-43.1% | $80,925-15.3% |
| Participation rate | 98.6% | 61.6%+37.0pp | 71.9%+26.7pp | 67.7%+31.0pp |
| Annual return | 15.88% | 23.67%-7.8pp | 107.36%-91.5pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,828 | $2,063+37.1% | $3,469-18.5% | $2,756+2.6% |
| Participant deferral / active EE | $3,576 | $3,187+12.2% | $4,994-28.4% | $4,299-16.8% |
| Admin fee / account holder | $6,838 | $5,781+18.3% | $9,440-27.6% | $6,940-1.5% |