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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 | $84,609 | $67,606+25.1% | $82,313+2.8% | $70,124+20.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 14.13% | 21.57%-7.4pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $746 | $1,755-57.5% | $2,428-69.3% | $2,342-68.1% |
| Participant deferral / active EE | $4,679 | $2,987+56.6% | $3,706+26.3% | $3,332+40.4% |
| Admin fee / account holder | $3,989 | $4,512-11.6% | $5,608-28.9% | $4,645-14.1% |