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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 | $89,333 | $100,194-10.8% | $122,979-27.4% | $86,983+2.7% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.2%+20.7pp | 69.5%+28.4pp |
| Annual return | 15.27% | 16.47%-1.2pp | 20.12%-4.8pp | 25.83%-10.6pp |
| Employer contribution / active EE | $860 | $2,326-63.0% | $3,062-71.9% | $2,584-66.7% |
| Participant deferral / active EE | $8,355 | $4,133+102.1% | $5,003+67.0% | $4,194+99.2% |
| Admin fee / account holder | $8,924 | $10,148-12.1% | $12,864-30.6% | $7,856+13.6% |